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Goosehead Insurance

261 hedge funds and large institutions have $2.01B invested in Goosehead Insurance in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 98 increasing their positions, 85 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

0% more funds holding

Funds holding: 260261 (+1)

0% less capital invested

Capital invested by funds: $2.01B → $2.01B (-$3.42M)

24% less call options, than puts

Call options by funds: $876K | Put options by funds: $1.16M

Holders
261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$876K
Puts
$1.16M
Net Calls
Net Calls Change

Top Buyers

1 +$39.6M
2 +$13.4M
3 +$8.57M
4
3CP
3G Capital Partners
New York
+$7.12M
5
Goldman Sachs
Goldman Sachs
New York
+$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
226
Advisors Asset Management
Colorado
$4.12K
MCM
227
MAI Capital Management
Ohio
$4.05K
CAL
228
Capital Advisors Ltd
Ohio
$4K
SS
229
SBI Securities
Japan
$3.68K
BWL
230
Bogart Wealth LLC
Virginia
$3.24K
RIL
231
Rothschild Investment LLC
Illinois
$3.09K
ZBNA
232
Zions Bancorporation, National Association
Utah
$3.09K
FFA
233
Farther Finance Advisors
California
$2.87K
TAM
234
Tucker Asset Management
Colorado
$2.58K
MA
235
MCF Advisors
Kentucky
$2.5K
FHC
236
First Horizon Corporation
Tennessee
$1.55K
NL
237
Navalign LLC
California
$1.47K
IA
238
IFP Advisors
Florida
$1.25K
SEP
239
Signature Equity Partners
Ohio
$1.24K
GSWM
240
Golden State Wealth Management
California
$1.18K
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$1.03K
HFS
242
Hughes Financial Services
Virginia
$957
MTIC
243
Missouri Trust & Investment Company
Missouri
$884
JWA
244
JFS Wealth Advisors
Pennsylvania
$663
SWM
245
Spire Wealth Management
Virginia
$645
TPCW
246
TD Private Client Wealth
New York
$589
QL
247
Quarry LP
New York
$589
ACM
248
Aster Capital Management
United Arab Emirates
$516
SIC
249
SJS Investment Consulting
Ohio
$516
AA
250
Ancora Advisors
Ohio
$442