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Goosehead Insurance

261 hedge funds and large institutions have $2.01B invested in Goosehead Insurance in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 98 increasing their positions, 85 reducing their positions, and 41 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 ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

0% more funds holding

Funds holding: 260261 (+1)

0% less capital invested

Capital invested by funds: $2.01B → $2.01B (-$3.42M)

24% less call options, than puts

Call options by funds: $876K | Put options by funds: $1.16M

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