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Goosehead Insurance

275 hedge funds and large institutions have $2.89B invested in Goosehead Insurance in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 107 increasing their positions, 93 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

4% less funds holding

Funds holding: 285275 (-10)

7% less capital invested

Capital invested by funds: $3.09B → $2.89B (-$204M)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

Holders
275
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
$2.94M
Puts
$1.55M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
251
Farmers & Merchants Investments Inc
Nebraska
$1.48K
PFBT
252
Parkside Financial Bank & Trust
Missouri
$1.37K
MTIC
253
Missouri Trust & Investment Company
Missouri
$1.27K
AAP
254
Arax Advisory Partners
Colorado
$1.16K
JWA
255
JFS Wealth Advisors
Pennsylvania
$1.16K
SWM
256
Spire Wealth Management
Virginia
$1.13K
AA
257
Ancora Advisors
Ohio
$1.05K
PWA
258
Physician Wealth Advisors
Utah
$950
CT
259
Clearstead Trust
Maine
$739
KG
260
Kilter Group
New York
$739
SC
261
SouthState Corp
Florida
$634
DPW
262
DiNuzzo Private Wealth
Pennsylvania
$634
HNB
263
Huntington National Bank
Ohio
$633
IA
264
IFP Advisors
Florida
$529
AGWCA
265
Annis Gardner Whiting Capital Advisors
Florida
$528
FFO
266
Fortitude Family Office
Arizona
$528
SIC
267
SJS Investment Consulting
Ohio
$212
AWM
268
Abound Wealth Management
Tennessee
$212
TWD
269
True Wealth Design
Ohio
$212
HIA
270
HFM Investment Advisors
New Jersey
$211
BHWM
271
Bay Harbor Wealth Management
Maryland
$211
TIM
272
Tortoise Investment Management
New York
$106
RWM
273
Rialto Wealth Management
New York
$106
PWM
274
Parkworth Wealth Management
California
$106
DCM
275
Driehaus Capital Management
Illinois