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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
Name Holding Trade Value Shares
Change
Change in
Stake
SS
226
SBI Securities
Japan
$3.42K
BWL
227
Bogart Wealth LLC
Virginia
$3.27K
HFS
228
Hantz Financial Services
Michigan
$3K
RIL
229
Rothschild Investment LLC
Illinois
$2.23K
FFA
230
Farther Finance Advisors
California
$2.16K
GFWA
231
Grey Fox Wealth Advisors
Delaware
$1.26K
GSWM
232
Golden State Wealth Management
California
$1.19K
AUB
233
Atlantic Union Bankshares
Virginia
$1.12K
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$1.04K
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$1.04K
BFS
236
Bare Financial Services
Pennsylvania
$967
MTIC
237
Missouri Trust & Investment Company
Missouri
$893
SWM
238
Spire Wealth Management
Virginia
$800
AA
239
Ancora Advisors
Ohio
$744
PFBT
240
Parkside Financial Bank & Trust
Missouri
$597
TPCW
241
TD Private Client Wealth
New York
$595
CT
242
Clearstead Trust
Maine
$521
JWA
243
JFS Wealth Advisors
Pennsylvania
$447
SC
244
SouthState Corp
Florida
$447
HNB
245
Huntington National Bank
Ohio
$447
CFO
246
CVA Family Office
Colorado
$447
JWM
247
JPL Wealth Management
Colorado
$373
FFO
248
Fortitude Family Office
Arizona
$372
QL
249
Quarry LP
New York
$372
SIC
250
SJS Investment Consulting
Ohio
$149