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Goosehead Insurance

275 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, 93 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: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

4% less funds holding

Funds holding: 285275 (-10)

7% less capital invested

Capital invested by funds: $3.09B → $2.89B (-$204M)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

Holders
275
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
$2.94M
Puts
$1.55M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$13.7K
MCM
227
MAI Capital Management
Ohio
$11.8K
AF
228
Allworth Financial
California
$10.7K
UB
229
UMB Bank
Missouri
$10K
S
230
SignatureFD
Georgia
$9.5K
FNWA
231
Financial Network Wealth Advisors
Utah
$9.29K
GWS
232
Greykasell Wealth Strategies
California
$8.02K
BIG
233
Brooklyn Investment Group
New York
$7.39K
PPC
234
Park Place Capital
Alabama
$7.01K
MA
235
MCF Advisors
Kentucky
$6.96K
AAM
236
Advisors Asset Management
Colorado
$6.33K
CIAM
237
Caitong International Asset Management
Hong Kong
$6.01K
TIM
238
Total Investment Management
Arizona
$5.28K
CAL
239
Capital Advisors Ltd
Ohio
$5K
RIL
240
Rothschild Investment LLC
Illinois
$4.75K
BWL
241
Bogart Wealth LLC
Virginia
$4.64K
Optiver Holding
242
Optiver Holding
Netherlands
$3.27K
HWP
243
Highline Wealth Partners
California
$3.27K
BFS
244
Bare Financial Services
Pennsylvania
$3.27K
Simplex Trading
245
Simplex Trading
Illinois
$3K
FFA
246
Farther Finance Advisors
California
$2.95K
TPWA
247
Twin Peaks Wealth Advisors
California
$2.67K
SS
248
SBI Securities
Japan
$2.53K
HWM
249
Hemington Wealth Management
Virginia
$2K
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$1.48K