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Goosehead Insurance

256 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, 101 reducing their positions, and 48 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 first-time investments, than exits

New positions opened: | Existing positions closed:

26% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 101

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
256
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
AWM
251
Abound Wealth Management
Tennessee
$149
RWM
252
Rialto Wealth Management
New York
$75
HIA
253
HFM Investment Advisors
New Jersey
$74
BHWM
254
Bay Harbor Wealth Management
Maryland
$74
Capital International Investors
255
Capital International Investors
California
FGP
256
Freestone Grove Partners
California
Macquarie Group
257
Macquarie Group
Australia
Arrowstreet Capital
258
Arrowstreet Capital
Massachusetts
Qube Research & Technologies (QRT)
259
Qube Research & Technologies (QRT)
United Kingdom
Amundi
260
Amundi
France
ACM
261
Ashford Capital Management
Delaware
FCM
262
FJ Capital Management
Virginia
CAU
263
Caxton Associates (UK)
AI
264
Atom Investors
Texas
Polen Capital Management
265
Polen Capital Management
Florida
Marshall Wace
266
Marshall Wace
United Kingdom
FFP
267
FourThought Financial Partners
Florida
JF
268
Jump Financial
Illinois
TPSF
269
Texas Permanent School Fund
Texas
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
270
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
N
271
Natixis
France
Renaissance Technologies
272
Renaissance Technologies
New York
IQI
273
Integrated Quantitative Investments
Washington
Los Angeles Capital Management
274
Los Angeles Capital Management
California
GIM
275
Granahan Investment Management
Massachusetts