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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
Wells Fargo
26
Wells Fargo
California
$12.6M
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$12.2M
Principal Financial Group
28
Principal Financial Group
Iowa
$11.9M
Bank of New York Mellon
29
Bank of New York Mellon
New York
$10.7M
AAS
30
Annex Advisory Services
Wisconsin
$10.6M
JSA
31
Jacobson & Schmitt Advisors
Wisconsin
$10.2M
3CP
32
3G Capital Partners
New York
$9.3M
Luther King Capital Management (LKCM)
33
Luther King Capital Management (LKCM)
Texas
$9.17M
UBS Group
34
UBS Group
Switzerland
$9.16M
Ameriprise
35
Ameriprise
Minnesota
$7.7M
Jane Street
36
Jane Street
New York
$7.63M
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.36M
Millennium Management
38
Millennium Management
New York
$7.27M
SBH
39
Segall Bryant & Hamill
Illinois
$7.21M
MFAM
40
Motley Fool Asset Management
Virginia
$6.36M
MFWM
41
Motley Fool Wealth Management
Virginia
$6.31M
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$6.13M
EMCIP
43
Ewing Morris & Co Investment Partners
Ontario, Canada
$5.83M
CCIA
44
Campbell & Co Investment Adviser
Maryland
$5.38M
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$5.38M
Legal & General Group
46
Legal & General Group
United Kingdom
$5.19M
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$5.14M
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$4.96M
Select Equity Group
49
Select Equity Group
New York
$4.9M
NCGI
50
Next Century Growth Investors
Minnesota
$4.66M