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Goosehead Insurance

256 hedge funds and large institutions have $2.01B invested in Goosehead Insurance in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 101 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

26% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 101

30% less capital invested

Capital invested by funds: $2.89B → $2.01B (-$876M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
256
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19.6M
Puts
$729K
Net Calls
Net Calls Change

Top Buyers

1 +$64.1M
2 +$27.7M
3 +$25.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$16.4M
5
Morgan Stanley
Morgan Stanley
New York
+$10.8M

Top Sellers

1 -$36.7M
2 -$33.1M
3 -$28.1M
4
3CP
3G Capital Partners
New York
-$25.1M
5
Ameriprise
Ameriprise
Minnesota
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
276
Cookson Peirce & Co
Pennsylvania
BPC
277
Bryce Point Capital
New York
PWS
278
Precision Wealth Strategies
Missouri
CFO
279
Callan Family Office
Pennsylvania
YIH
280
Y-Intercept (HK)
Hong Kong
TC
281
TownSquare Capital
Utah
AQR Capital Management
282
AQR Capital Management
Connecticut
CAM
283
Cresset Asset Management
Illinois
RAM
284
Readystate Asset Management
Illinois
Capstone Investment Advisors
285
Capstone Investment Advisors
New York
AA
286
ALPS Advisors
Colorado
HSBC Holdings
287
HSBC Holdings
United Kingdom
MBTD
288
Mechanics Bank - Trust Department
California
CCA
289
Cottonwood Capital Advisors
Utah
Creative Planning
290
Creative Planning
Kansas
SAI
291
Systematic Alpha Investments
New Jersey
NS
292
NBC Securities
Alabama
BIG
293
Brooklyn Investment Group
New York
PPC
294
Park Place Capital
Alabama
TIM
295
Total Investment Management
Arizona
TPWA
296
Twin Peaks Wealth Advisors
California
HWP
297
Highline Wealth Partners
California
PWA
298
Physician Wealth Advisors
Utah
DPW
299
DiNuzzo Private Wealth
Pennsylvania
AGWCA
300
Annis Gardner Whiting Capital Advisors
Florida