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Goosehead Insurance

285 hedge funds and large institutions have $3.09B invested in Goosehead Insurance in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 94 increasing their positions, 105 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+21
Holders Change %
+7.95%
% of All Funds
3.87%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
48
Increased
94
Reduced
105
Closed
23
Calls
$13.8M
Puts
$13.6M
Net Calls
+$273K
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
251
Greykasell Wealth Strategies
California
$8.97K +$8.97K +76 New
PPC
252
Park Place Capital
Alabama
$7.91K +$2.01K +17 +34%
MA
253
MCF Advisors
Kentucky
$7.79K
EWA
254
EverSource Wealth Advisors
Alabama
$6.61K +$1.06K +9 +19%
FFA
255
Farther Finance Advisors
California
$6.02K +$2.95K +25 +96%
CAL
256
Capital Advisors Ltd
Ohio
$6K
Optiver Holding
257
Optiver Holding
Netherlands
$5.9K +$5.9K +50 New
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$5.79K
RIL
259
Rothschild Investment LLC
Illinois
$5.31K +$1.77K +15 +50%
BWL
260
Bogart Wealth LLC
Virginia
$5.2K
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$4.37K +$3.31K +28 +311%
NA
262
NewEdge Advisors
Louisiana
$4.13K +$4.13K +35 New
HWP
263
Highline Wealth Partners
California
$3.66K +$3.66K +31 New
SS
264
SBI Securities
Japan
$2.83K +$826 +7 +41%
SCM
265
Sterling Capital Management
North Carolina
$2.72K
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$1.65K
PFBT
267
Parkside Financial Bank & Trust
Missouri
$1.42K +$1.18K +10 +500%
VCM
268
Versant Capital Management
Arizona
$1.42K
MTIC
269
Missouri Trust & Investment Company
Missouri
$1.42K
AAP
270
Arax Advisory Partners
Colorado
$1.3K +$1.3K +11 New
SWM
271
Spire Wealth Management
Virginia
$1.27K +$115 +1 +10%
JWA
272
JFS Wealth Advisors
Pennsylvania
$1.18K
BFS
273
Bare Financial Services
Pennsylvania
$1.18K +$1.18K +10 New
LC
274
Lindbrook Capital
California
$1.06K +$1.06K +9 New
AF
275
Allworth Financial
California
$1.03K -$93 -1 -8%