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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
SIC
251
SJS Investment Consulting
Ohio
$516
AA
252
Ancora Advisors
Ohio
$442
PWA
253
Physician Wealth Advisors
Utah
$442
TWD
254
True Wealth Design
Ohio
$369
Simplex Trading
255
Simplex Trading
Illinois
$368
BTI
256
Blue Trust Inc
Georgia
$368
AW
257
Ankerstar Wealth
Texas
$221
AWM
258
Abound Wealth Management
Tennessee
$148
RIAS
259
Rachor Investment Advisory Services
Michigan
$148
GWM
260
Gilpin Wealth Management
Colorado
$148
GFA
261
Godfrey Financial Associates
New York
$147
TFA
262
Transamerica Financial Advisors
Florida
$74
TM
263
Torren Management
California
$44
American Century Companies
264
American Century Companies
Missouri
SSCM
265
Sovereign's Capital Management
Georgia
AACP
266
Advantage Alpha Capital Partners
California
State of New Jersey Common Pension Fund D
267
State of New Jersey Common Pension Fund D
New Jersey
First Trust Advisors
268
First Trust Advisors
Illinois
MIM
269
Morningstar Investment Management
Illinois
ACM
270
Aquatic Capital Management
Illinois
Verition Fund Management
271
Verition Fund Management
Connecticut
ECM
272
ExodusPoint Capital Management
New York
CC
273
Chicago Capital
Illinois
Teacher Retirement System of Texas
274
Teacher Retirement System of Texas
Texas
AWAU
275
Alliance Wealth Advisors (Utah)
Utah