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Goosehead Insurance
GSHD

Overview Fund Activity

274 hedge funds and large institutions have $2.89B invested in Goosehead Insurance in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 107 increasing their positions, 92 reducing their positions, and 47 closing their positions.

Holders
274
Holders Change
-11
Holders Change %
-3.86%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
38
Increased
107
Reduced
92
Closed
47
Calls
$2.94M
Puts
$1.55M
Net Calls
+$1.39M
Net Calls Change
+$1.12M

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$71.8M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$47.4M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$58.7M
4
WA
4
Wasatch Advisors
Utah
$240M
5
3CP
5
3G Capital Partners
New York
$48.8M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$1.56M
3
UBS Group
3
UBS Group
Switzerland
$11.6M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$245M
5
Goldman Sachs
5
Goldman Sachs
New York
$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
226
MAI Capital Management
Ohio
$11.8K -$738 -7 -6%
AF
227
Allworth Financial
California
$10.7K +$9.5K +90 +818%
UB
228
UMB Bank
Missouri
$10K +$844 +8 +9%
S
229
SignatureFD
Georgia
$9.5K -$1.27K -12 -12%
FNWA
230
Financial Network Wealth Advisors
Utah
$9.29K +$9.29K +88 New
GWS
231
Greykasell Wealth Strategies
California
$8.02K – – –
BIG
232
Brooklyn Investment Group
New York
$7.39K -$11.6K -110 -61%
PPC
233
Park Place Capital
Alabama
$7.01K – – –
MA
234
MCF Advisors
Kentucky
$6.96K – – –
AAM
235
Advisors Asset Management
Colorado
$6.33K +$6.33K +60 New
CIAM
236
Caitong International Asset Management
Hong Kong
$6.01K -$55.9K -530 -90%
TIM
237
Total Investment Management
Arizona
$5.28K +$5.28K +50 New
CAL
238
Capital Advisors Ltd
Ohio
$5K – – –
RIL
239
Rothschild Investment LLC
Illinois
$4.75K – – –
BWL
240
Bogart Wealth LLC
Virginia
$4.64K – – –
Optiver Holding
241
Optiver Holding
Netherlands
$3.27K -$2.01K -19 -38%
HWP
242
Highline Wealth Partners
California
$3.27K – – –
BFS
243
Bare Financial Services
Pennsylvania
$3.27K +$2.22K +21 +210%
Simplex Trading
244
Simplex Trading
Illinois
$3K -$69.2K -715 -96%
FFA
245
Farther Finance Advisors
California
$2.95K -$2.43K -23 -45%
TPWA
246
Twin Peaks Wealth Advisors
California
$2.67K +$2.67K +31 New
SS
247
SBI Securities
Japan
$2.53K – – –
HWM
248
Hemington Wealth Management
Virginia
$2K +$1.36K +19 +211%
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$1.48K -$2.43K -23 -62%
FMII
250
Farmers & Merchants Investments Inc
Nebraska
$1.48K – – –
8 9
10
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