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Goosehead Insurance

266 hedge funds and large institutions have $2.82B invested in Goosehead Insurance in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 76 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 19

111% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $5.8M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $2.36B → $2.82B (+$458M)

16% more funds holding

Funds holding: 230266 (+36)

1.44% less ownership

Funds ownership: 109.14%107.7% (-1.4%)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 90

Holders
266
Holders Change
+36
Holders Change %
+15.65%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
57
Increased
76
Reduced
90
Closed
19
Calls
$12.3M
Puts
$5.8M
Net Calls
+$6.47M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
251
Richard W. Paul & Associates
Michigan
$1.18K -$2.4K -22 -67%
SWM
252
Spire Wealth Management
Virginia
$1.1K +$1.09K +10 New
JWA
253
JFS Wealth Advisors
Pennsylvania
$1.07K
GWM
254
Geneos Wealth Management
Colorado
$965 +$983 +9 New
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$965 +$983 +9 New
CA
256
Continuum Advisory
Idaho
$751
NS
257
NBC Securities
Alabama
$733 -$886K -8,116 -100%
HNB
258
Huntington National Bank
Ohio
$643 -$3.27K -30 -83%
WA
259
WPG Advisers
Maryland
$643 +$655 +6 New
SIC
260
SJS Investment Consulting
Ohio
$322 -$218 -2 -40%
IA
261
IFP Advisors
Florida
$322
AWM
262
Abound Wealth Management
Tennessee
$215
PFBT
263
Parkside Financial Bank & Trust
Missouri
$215
CAS
264
Coppell Advisory Solutions
Texas
$208
AssetMark Inc
265
AssetMark Inc
California
$107 +$109 +1 New
GFPC
266
Global Financial Private Client
Florida
$107 +$109 +1 New
ECM
267
ExodusPoint Capital Management
New York
-$2.61M -29,243 Closed
VA
268
Vident Advisory
Georgia
-$1.9M -21,230 Closed
IAIM
269
International Assets Investment Management
Florida
-$112 -10,002 Closed
BCM
270
Bayesian Capital Management
New York
-$297K -3,323 Closed
Acadian Asset Management
271
Acadian Asset Management
Massachusetts
-$283K -3,171 Closed
BHCM
272
Brevan Howard Capital Management
Jersey
-$279K -3,128 Closed
ECM
273
Everence Capital Management
Indiana
-$274K -3,070 Closed
WAM
274
Weiss Asset Management
Massachusetts
-$244K -2,737 Closed
SRL
275
Scientech Research LLC
New Jersey
-$229K -2,565 Closed

GSHD Hedge Fund Activity: Q4 2024 in Review

266 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q4 2024, worth a combined $2.82B — up 19% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GSHD positions and 19 closed out — a net gain of 38 holders — while 76 added to existing stakes and 90 trimmed.

The largest buyer was American Century Companies, adding an estimated $24M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $44.1M.

  • 266 institutional investors held Goosehead Insurance (GSHD) as of Q4 2024, up from 230 in Q3 2024.
  • Funds reported $2.82B of Goosehead Insurance stock for Q4 2024, up 19% quarter-over-quarter.
  • 57 funds opened new Goosehead Insurance positions in Q4 2024 and 19 closed out, a net change of +38 holders.
  • The largest Goosehead Insurance buyer in Q4 2024 was American Century Companies, an estimated $24M added.
  • The largest Goosehead Insurance seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $44.1M sold.

Based on aggregated 13F filings for Q4 2024.