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Goosehead Insurance

285 hedge funds and large institutions have $3.09B invested in Goosehead Insurance in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 94 increasing their positions, 105 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more call options, than puts

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

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.93% less ownership

Funds ownership: 107.69%104.76% (-2.9%)

10% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 105

Holders
285
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.8M
Puts
$13.6M
Net Calls
Net Calls Change

Top Buyers

1 +$30.1M
2 +$26.2M
3 +$22M
4
Marshall Wace
Marshall Wace
United Kingdom
+$19.6M
5
Goldman Sachs
Goldman Sachs
New York
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$25.5M
Wells Fargo
27
Wells Fargo
California
$22M
DCM
28
Driehaus Capital Management
Illinois
$22M
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$21.9M
SEI Investments
30
SEI Investments
Pennsylvania
$19.4M
Bank of America
31
Bank of America
North Carolina
$16.7M
Bank of New York Mellon
32
Bank of New York Mellon
New York
$16.6M
Voloridge Investment Management
33
Voloridge Investment Management
Florida
$16.1M
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$14.8M
Principal Financial Group
35
Principal Financial Group
Iowa
$14.4M
Luther King Capital Management (LKCM)
36
Luther King Capital Management (LKCM)
Texas
$14M
JSA
37
Jacobson & Schmitt Advisors
Wisconsin
$12.8M
MFWM
38
Motley Fool Wealth Management
Virginia
$12.4M
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$12.2M
Millennium Management
40
Millennium Management
New York
$12.1M
Invesco
41
Invesco
Georgia
$12.1M
SBH
42
Segall Bryant & Hamill
Illinois
$9.26M
EMCIP
43
Ewing Morris & Co Investment Partners
Ontario, Canada
$9.24M
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.13M
MFAM
45
Motley Fool Asset Management
Virginia
$8.75M
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$8.19M
NL
47
Nuveen LLC
North Carolina
$8.03M
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$7.91M
Legal & General Group
49
Legal & General Group
United Kingdom
$7.74M
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$7.55M