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Goosehead Insurance

263 hedge funds and large institutions have $2.01B invested in Goosehead Insurance in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 86 reducing their positions, and 40 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

1% more funds holding

Funds holding: 260263 (+3)

0% less capital invested

Capital invested by funds: $2.01B → $2.01B (-$2.72M)

24% less call options, than puts

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

Holders
263
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
FNWA
226
Financial Network Wealth Advisors
Utah
$4.64K
PFBT
227
Parkside Financial Bank & Trust
Missouri
$4.49K
AAM
228
Advisors Asset Management
Colorado
$4.12K
MCM
229
MAI Capital Management
Ohio
$4.05K
CAL
230
Capital Advisors Ltd
Ohio
$4K
SS
231
SBI Securities
Japan
$3.68K
BWL
232
Bogart Wealth LLC
Virginia
$3.24K
RIL
233
Rothschild Investment LLC
Illinois
$3.09K
ZBNA
234
Zions Bancorporation, National Association
Utah
$3.09K
FFA
235
Farther Finance Advisors
California
$2.87K
TAM
236
Tucker Asset Management
Colorado
$2.58K
MA
237
MCF Advisors
Kentucky
$2.5K
FHC
238
First Horizon Corporation
Tennessee
$1.55K
NL
239
Navalign LLC
California
$1.47K
IA
240
IFP Advisors
Florida
$1.25K
SEP
241
Signature Equity Partners
Ohio
$1.24K
GSWM
242
Golden State Wealth Management
California
$1.18K
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$1.03K
HFS
244
Hughes Financial Services
Virginia
$957
MTIC
245
Missouri Trust & Investment Company
Missouri
$884
JWA
246
JFS Wealth Advisors
Pennsylvania
$663
SWM
247
Spire Wealth Management
Virginia
$645
TPCW
248
TD Private Client Wealth
New York
$589
QL
249
Quarry LP
New York
$589
ACM
250
Aster Capital Management
United Arab Emirates
$516