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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.93% less ownership

Funds ownership: 107.69%104.76% (-2.9%)

10% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 105

Holders
285
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
$13.8M
Puts
$13.6M
Net Calls
Net Calls Change

Top Buyers

1 +$30.1M
2 +$26.2M
3 +$22M
4
Marshall Wace
Marshall Wace
United Kingdom
+$19.6M
5
Goldman Sachs
Goldman Sachs
New York
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
251
Greykasell Wealth Strategies
California
$8.97K
PPC
252
Park Place Capital
Alabama
$7.91K
MA
253
MCF Advisors
Kentucky
$7.79K
EWA
254
EverSource Wealth Advisors
Alabama
$6.61K
FFA
255
Farther Finance Advisors
California
$6.02K
CAL
256
Capital Advisors Ltd
Ohio
$6K
Optiver Holding
257
Optiver Holding
Netherlands
$5.9K
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$5.79K
RIL
259
Rothschild Investment LLC
Illinois
$5.31K
BWL
260
Bogart Wealth LLC
Virginia
$5.2K
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$4.37K
NA
262
NewEdge Advisors
Louisiana
$4.13K
HWP
263
Highline Wealth Partners
California
$3.66K
SS
264
SBI Securities
Japan
$2.83K
SCM
265
Sterling Capital Management
North Carolina
$2.71K
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$1.65K
PFBT
267
Parkside Financial Bank & Trust
Missouri
$1.42K
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
SWM
271
Spire Wealth Management
Virginia
$1.27K
JWA
272
JFS Wealth Advisors
Pennsylvania
$1.18K
BFS
273
Bare Financial Services
Pennsylvania
$1.18K
LC
274
Lindbrook Capital
California
$1.06K
AF
275
Allworth Financial
California
$1.03K