GSHD icon

Goosehead Insurance

261 hedge funds and large institutions have $2.01B invested in Goosehead Insurance in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 102 reducing their positions, and 47 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:

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

30% less capital invested

Capital invested by funds: $2.89B → $2.01B (-$875M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
261
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
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
226
Wealthspire Advisors (New York)
New York
$3.65K
ACM
227
Aster Capital Management
United Arab Emirates
$3.57K
SS
228
SBI Securities
Japan
$3.42K
BWL
229
Bogart Wealth LLC
Virginia
$3.27K
HFS
230
Hantz Financial Services
Michigan
$3K
RIL
231
Rothschild Investment LLC
Illinois
$2.23K
FFA
232
Farther Finance Advisors
California
$2.16K
GFWA
233
Grey Fox Wealth Advisors
Delaware
$1.26K
GSWM
234
Golden State Wealth Management
California
$1.19K
AUB
235
Atlantic Union Bankshares
Virginia
$1.12K
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$1.04K
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$1.04K
BFS
238
Bare Financial Services
Pennsylvania
$967
MTIC
239
Missouri Trust & Investment Company
Missouri
$893
SWM
240
Spire Wealth Management
Virginia
$800
AA
241
Ancora Advisors
Ohio
$744
IA
242
IFP Advisors
Florida
$744
PFBT
243
Parkside Financial Bank & Trust
Missouri
$597
AF
244
Allworth Financial
California
$596
TPCW
245
TD Private Client Wealth
New York
$595
CT
246
Clearstead Trust
Maine
$521
KG
247
Kilter Group
New York
$521
JWA
248
JFS Wealth Advisors
Pennsylvania
$447
HNB
249
Huntington National Bank
Ohio
$447
SC
250
SouthState Corp
Florida
$447