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Goosehead Insurance

257 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, 102 reducing their positions, and 49 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

27% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 49

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
257
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
Los Angeles Capital Management
276
Los Angeles Capital Management
California
GIM
277
Granahan Investment Management
Massachusetts
CPC
278
Cookson Peirce & Co
Pennsylvania
BPC
279
Bryce Point Capital
New York
PWS
280
Precision Wealth Strategies
Missouri
CFO
281
Callan Family Office
Pennsylvania
YIH
282
Y-Intercept (HK)
Hong Kong
TC
283
TownSquare Capital
Utah
AQR Capital Management
284
AQR Capital Management
Connecticut
CAM
285
Cresset Asset Management
Illinois
RAM
286
Readystate Asset Management
Illinois
Capstone Investment Advisors
287
Capstone Investment Advisors
New York
AA
288
ALPS Advisors
Colorado
HSBC Holdings
289
HSBC Holdings
United Kingdom
MBTD
290
Mechanics Bank - Trust Department
California
CCA
291
Cottonwood Capital Advisors
Utah
Creative Planning
292
Creative Planning
Kansas
SAI
293
Systematic Alpha Investments
New Jersey
NS
294
NBC Securities
Alabama
BIG
295
Brooklyn Investment Group
New York
PPC
296
Park Place Capital
Alabama
TIM
297
Total Investment Management
Arizona
TPWA
298
Twin Peaks Wealth Advisors
California
HWP
299
Highline Wealth Partners
California
PWA
300
Physician Wealth Advisors
Utah