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Goosehead Insurance

276 hedge funds and large institutions have $2.89B invested in Goosehead Insurance in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 92 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $1.55M

17% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 92

4.56% more ownership

Funds ownership: 104.66%109.22% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 286276 (-10)

7% less capital invested

Capital invested by funds: $3.09B → $2.89B (-$201M)

19% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 48

Holders
276
Holders Change
-10
Holders Change %
-3.5%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
108
Reduced
92
Closed
48
Calls
$2.94M
Puts
$1.55M
Net Calls
+$1.39M
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$1.48K -$2.44K -23 -62%
FMII
252
Farmers & Merchants Investments Inc
Nebraska
$1.48K
PFBT
253
Parkside Financial Bank & Trust
Missouri
$1.37K +$106 +1 +8%
MTIC
254
Missouri Trust & Investment Company
Missouri
$1.27K
AAP
255
Arax Advisory Partners
Colorado
$1.16K
JWA
256
JFS Wealth Advisors
Pennsylvania
$1.16K +$106 +1 +10%
SWM
257
Spire Wealth Management
Virginia
$1.13K
AA
258
Ancora Advisors
Ohio
$1.05K +$1.06K +10 New
PWA
259
Physician Wealth Advisors
Utah
$950 +$953 +9 New
CT
260
Clearstead Trust
Maine
$739 +$742 +7 New
KG
261
Kilter Group
New York
$739 +$742 +7 New
SC
262
SouthState Corp
Florida
$634
DPW
263
DiNuzzo Private Wealth
Pennsylvania
$634 +$636 +6 New
HNB
264
Huntington National Bank
Ohio
$633
IA
265
IFP Advisors
Florida
$529 +$106 +1 New
AGWCA
266
Annis Gardner Whiting Capital Advisors
Florida
$528 +$530 +5 New
FFO
267
Fortitude Family Office
Arizona
$528 +$530 +5 New
SIC
268
SJS Investment Consulting
Ohio
$212 -$106 -1 -33%
AWM
269
Abound Wealth Management
Tennessee
$212
TWD
270
True Wealth Design
Ohio
$212 +$212 +2 New
BHWM
271
Bay Harbor Wealth Management
Maryland
$211 +$212 +2 New
HIA
272
HFM Investment Advisors
New Jersey
$211 +$212 +2 New
PWM
273
Parkworth Wealth Management
California
$106 +$106 +1 New
RWM
274
Rialto Wealth Management
New York
$106 +$106 +1 New
TIM
275
Tortoise Investment Management
New York
$106 +$106 +1 New

GSHD Hedge Fund Activity: Q2 2025 in Review

276 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q2 2025, worth a combined $2.89B — down 6.5% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of GSHD and 39 opened new positions — a net loss of 9 holders — while 92 trimmed existing stakes and 108 added.

The largest buyer was Durable Capital Partners, opening a new position worth an estimated $72.1M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $22M sold.

  • 276 institutional investors held Goosehead Insurance (GSHD) as of Q2 2025, down from 286 in Q1 2025.
  • Funds reported $2.89B of Goosehead Insurance stock for Q2 2025, down 6.5% quarter-over-quarter.
  • 39 funds opened new Goosehead Insurance positions in Q2 2025 and 48 closed out, a net change of -9 holders.
  • The largest Goosehead Insurance buyer in Q2 2025 was Durable Capital Partners, an estimated $72.1M added.
  • The largest Goosehead Insurance seller in Q2 2025 was Driehaus Capital Management, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2025.