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Goosehead Insurance

260 hedge funds and large institutions have $2.01B invested in Goosehead Insurance in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 102 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: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

30% less capital invested

Capital invested by funds: $2.89B → $2.01B (-$875M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
260
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
Name Holding Trade Value Shares
Change
Change in
Stake
IQI
276
Integrated Quantitative Investments
Washington
Los Angeles Capital Management
277
Los Angeles Capital Management
California
GIM
278
Granahan Investment Management
Massachusetts
CPC
279
Cookson Peirce & Co
Pennsylvania
BPC
280
Bryce Point Capital
New York
PWS
281
Precision Wealth Strategies
Missouri
CFO
282
Callan Family Office
Pennsylvania
YIH
283
Y-Intercept (HK)
Hong Kong
TC
284
TownSquare Capital
Utah
AQR Capital Management
285
AQR Capital Management
Connecticut
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
SA
293
Sanctuary Advisors
Indiana
SAI
294
Systematic Alpha Investments
New Jersey
NS
295
NBC Securities
Alabama
BIG
296
Brooklyn Investment Group
New York
PPC
297
Park Place Capital
Alabama
TIM
298
Total Investment Management
Arizona
TPWA
299
Twin Peaks Wealth Advisors
California
HWP
300
Highline Wealth Partners
California