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Goosehead Insurance

266 hedge funds and large institutions have $2.82B invested in Goosehead Insurance in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 76 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 19

111% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $5.8M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $2.36B → $2.82B (+$458M)

16% more funds holding

Funds holding: 230266 (+36)

1.44% less ownership

Funds ownership: 109.14%107.7% (-1.4%)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 90

Holders
266
Holders Change
+36
Holders Change %
+15.65%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
57
Increased
76
Reduced
90
Closed
19
Calls
$12.3M
Puts
$5.8M
Net Calls
+$6.47M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
226
MAI Capital Management
Ohio
$12.4K +$12.7K +116 New
Bessemer Group
227
Bessemer Group
New Jersey
$11K +$6.99K +64 +183%
S
228
SignatureFD
Georgia
$9.65K -$153K -1,400 -94%
TAM
229
Tucker Asset Management
Colorado
$7.29K -$2.07K -19 -22%
MA
230
MCF Advisors
Kentucky
$7.08K
UB
231
UMB Bank
Missouri
$6.65K
PPC
232
Park Place Capital
Alabama
$5.36K -$4.37K -40 -44%
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$5.25K +$4.48K +41 +513%
EWA
234
EverSource Wealth Advisors
Alabama
$5.04K -$3.71K -34 -42%
CAL
235
Capital Advisors Ltd
Ohio
$5K
VWM
236
Venturi Wealth Management
Texas
$4.83K
BWL
237
Bogart Wealth LLC
Virginia
$4.72K
AWM
238
Avior Wealth Management
Nebraska
$3.97K -$1.42K -13 -26%
LFG
239
Larson Financial Group
Missouri
$3.32K +$3.27K +30 +3,000%
RIL
240
Rothschild Investment LLC
Illinois
$3.22K
FFA
241
Farther Finance Advisors
California
$2.79K
SCM
242
Sterling Capital Management
North Carolina
$2.47K +$109 +1 +5%
C
243
Covestor
United Kingdom
$2K +$873 +8 +80%
SS
244
SBI Securities
Japan
$1.82K +$1.86K +17 New
BIG
245
Brooklyn Investment Group
New York
$1.61K +$1.64K +15 New
LSA
246
Leonteq Securities AG
Switzerland
$1.5K -$437 -4 -22%
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$1.5K
MTIC
248
Missouri Trust & Investment Company
Missouri
$1.29K
VCM
249
Versant Capital Management
Arizona
$1.29K
AF
250
Allworth Financial
California
$1.24K +$328 +3 +33%

GSHD Hedge Fund Activity: Q4 2024 in Review

266 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q4 2024, worth a combined $2.82B — up 19% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GSHD positions and 19 closed out — a net gain of 38 holders — while 76 added to existing stakes and 90 trimmed.

The largest buyer was American Century Companies, adding an estimated $24M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $44.1M.

  • 266 institutional investors held Goosehead Insurance (GSHD) as of Q4 2024, up from 230 in Q3 2024.
  • Funds reported $2.82B of Goosehead Insurance stock for Q4 2024, up 19% quarter-over-quarter.
  • 57 funds opened new Goosehead Insurance positions in Q4 2024 and 19 closed out, a net change of +38 holders.
  • The largest Goosehead Insurance buyer in Q4 2024 was American Century Companies, an estimated $24M added.
  • The largest Goosehead Insurance seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $44.1M sold.

Based on aggregated 13F filings for Q4 2024.