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Goosehead Insurance
GSHD

Overview Fund Activity

274 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, 92 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-11
Holders Change %
-3.86%
% of All Funds
3.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
38
Increased
107
Reduced
92
Closed
47
Calls
$2.94M
Puts
$1.55M
Net Calls
+$1.39M
Net Calls Change
+$1.12M

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$71.8M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$47.4M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$58.7M
4
WA
4
Wasatch Advisors
Utah
$240M
5
3CP
5
3G Capital Partners
New York
$48.8M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$1.56M
3
UBS Group
3
UBS Group
Switzerland
$11.6M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$245M
5
Goldman Sachs
5
Goldman Sachs
New York
$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
251
Parkside Financial Bank & Trust
Missouri
$1.37K +$106 +1 +8%
MTIC
252
Missouri Trust & Investment Company
Missouri
$1.27K – – –
AAP
253
Arax Advisory Partners
Colorado
$1.16K – – –
JWA
254
JFS Wealth Advisors
Pennsylvania
$1.16K +$106 +1 +10%
SWM
255
Spire Wealth Management
Virginia
$1.13K – – –
AA
256
Ancora Advisors
Ohio
$1.06K +$1.06K +10 New
PWA
257
Physician Wealth Advisors
Utah
$950 +$950 +9 New
KG
258
Kilter Group
New York
$739 +$739 +7 New
CT
259
Clearstead Trust
Maine
$739 +$739 +7 New
SC
260
SouthState Corp
Florida
$634 – – –
DPW
261
DiNuzzo Private Wealth
Pennsylvania
$634 +$634 +6 New
HNB
262
Huntington National Bank
Ohio
$633 – – –
IA
263
IFP Advisors
Florida
$529 +$529 +1 New
FFO
264
Fortitude Family Office
Arizona
$528 +$528 +5 New
AGWCA
265
Annis Gardner Whiting Capital Advisors
Florida
$528 +$528 +5 New
SIC
266
SJS Investment Consulting
Ohio
$212 -$106 -1 -33%
AWM
267
Abound Wealth Management
Tennessee
$212 – – –
TWD
268
True Wealth Design
Ohio
$212 +$212 +2 New
HIA
269
HFM Investment Advisors
New Jersey
$211 +$211 +2 New
BHWM
270
Bay Harbor Wealth Management
Maryland
$211 +$211 +2 New
RWM
271
Rialto Wealth Management
New York
$106 +$106 +1 New
PWM
272
Parkworth Wealth Management
California
$106 +$106 +1 New
TIM
273
Tortoise Investment Management
New York
$106 +$106 +1 New
DCM
274
Driehaus Capital Management
Illinois
– -$22M -186,371 Closed
TC
275
TwinBeech Capital
New York
– -$6.46M -54,713 Closed
9 10
11
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