GSHD icon

Goosehead Insurance

257 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, 102 reducing their positions, and 49 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

27% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 49

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
257
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
ACM
226
Aster Capital Management
United Arab Emirates
$3.57K
SS
227
SBI Securities
Japan
$3.42K
BWL
228
Bogart Wealth LLC
Virginia
$3.27K
HFS
229
Hantz Financial Services
Michigan
$3K
RIL
230
Rothschild Investment LLC
Illinois
$2.23K
FFA
231
Farther Finance Advisors
California
$2.16K
GFWA
232
Grey Fox Wealth Advisors
Delaware
$1.26K
GSWM
233
Golden State Wealth Management
California
$1.19K
AUB
234
Atlantic Union Bankshares
Virginia
$1.12K
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$1.04K
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$1.04K
BFS
237
Bare Financial Services
Pennsylvania
$967
MTIC
238
Missouri Trust & Investment Company
Missouri
$893
SWM
239
Spire Wealth Management
Virginia
$800
AA
240
Ancora Advisors
Ohio
$744
PFBT
241
Parkside Financial Bank & Trust
Missouri
$597
AF
242
Allworth Financial
California
$596
TPCW
243
TD Private Client Wealth
New York
$595
CT
244
Clearstead Trust
Maine
$521
JWA
245
JFS Wealth Advisors
Pennsylvania
$447
HNB
246
Huntington National Bank
Ohio
$447
SC
247
SouthState Corp
Florida
$447
CFO
248
CVA Family Office
Colorado
$447
JWM
249
JPL Wealth Management
Colorado
$373
FFO
250
Fortitude Family Office
Arizona
$372