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Goosehead Insurance

286 hedge funds and large institutions have $3.09B invested in Goosehead Insurance in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 95 increasing their positions, 106 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 26

10% more capital invested

Capital invested by funds: $2.82B → $3.09B (+$270M)

8% more funds holding

Funds holding: 266286 (+20)

2% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $13.6M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.04% less ownership

Funds ownership: 107.7%104.66% (-3%)

10% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 106

Holders
286
Holders Change
+20
Holders Change %
+7.52%
% of All Funds
3.83%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
95
Reduced
106
Closed
26
Calls
$13.8M
Puts
$13.6M
Net Calls
+$273K
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
276
Allworth Financial
California
$1.03K -$112 -1 -8%
C
277
Covestor
United Kingdom
$1K -$1.01K -9 -50%
HWM
278
Hemington Wealth Management
Virginia
$1K +$224 +2 +29%
SC
279
SouthState Corp
Florida
$709 +$673 +6 New
HNB
280
Huntington National Bank
Ohio
$708
SC
281
Stephens Consulting
Michigan
$591 +$561 +5 New
CA
282
CoreCap Advisors
Michigan
$590 +$561 +5 New
SIC
283
SJS Investment Consulting
Ohio
$355
GFPC
284
Global Financial Private Client
Florida
$354 +$224 +2 +200%
AWM
285
Abound Wealth Management
Tennessee
$237
GLA
286
Great Lakes Advisors
Illinois
-$8.74M -81,491 Closed
TI
287
Trexquant Investment
Connecticut
-$2.42M -22,542 Closed
N
288
Natixis
France
-$2.2M -20,487 Closed
HF
289
HRT Financial
New York
-$458K -4,274 Closed
TPI
290
Trust Point Inc
Wisconsin
-$428K -3,988 Closed
DB
291
Danske Bank
Denmark
-$424K -3,957 Closed
GCP
292
GSA Capital Partners
United Kingdom
-$403K -3,762 Closed
TSS
293
Two Sigma Securities
New York
-$379K -3,531 Closed
XT
294
XTX Topco
Cayman Islands
-$327K -3,054 Closed
FGP
295
Freestone Grove Partners
California
-$281K -2,625 Closed
OQS
296
Occudo Quantitative Strategies
Florida
-$255K -2,379 Closed
Cambridge Investment Research Advisors
297
Cambridge Investment Research Advisors
Iowa
-$250K -2,332 Closed
KIM
298
Kestra Investment Management
Texas
-$63K -588 Closed
PD
299
Point72 (DIFC)
United Arab Emirates
-$60.7K -566 Closed
BC
300
Bayforest Capital
United Kingdom
-$47.8K -446 Closed

GSHD Hedge Fund Activity: Q1 2025 in Review

286 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q1 2025, worth a combined $3.09B — up 9.6% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new GSHD positions and 26 closed out — a net gain of 21 holders — while 95 added to existing stakes and 106 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $28.6M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $36.3M.

  • 286 institutional investors held Goosehead Insurance (GSHD) as of Q1 2025, up from 266 in Q4 2024.
  • Funds reported $3.09B of Goosehead Insurance stock for Q1 2025, up 9.6% quarter-over-quarter.
  • 47 funds opened new Goosehead Insurance positions in Q1 2025 and 26 closed out, a net change of +21 holders.
  • The largest Goosehead Insurance buyer in Q1 2025 was Balyasny Asset Management, an estimated $28.6M added.
  • The largest Goosehead Insurance seller in Q1 2025 was Kayne Anderson Rudnick Investment Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q1 2025.