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Goosehead Insurance

256 hedge funds and large institutions have $2.01B invested in Goosehead Insurance in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 101 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

26% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 101

30% less capital invested

Capital invested by funds: $2.89B → $2.01B (-$876M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
256
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19.6M
Puts
$729K
Net Calls
Net Calls Change

Top Buyers

1 +$64.1M
2 +$27.7M
3 +$25.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$16.4M
5
Morgan Stanley
Morgan Stanley
New York
+$10.8M

Top Sellers

1 -$36.7M
2 -$33.1M
3 -$28.1M
4
3CP
3G Capital Partners
New York
-$25.1M
5
Ameriprise
Ameriprise
Minnesota
-$16.9M