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Goosehead Insurance
GSHD

Overview Fund Activity

274 hedge funds and large institutions have $2.89B invested in Goosehead Insurance in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 107 increasing their positions, 92 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-11
Holders Change %
-3.86%
% of All Funds
3.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
38
Increased
107
Reduced
92
Closed
47
Calls
$2.94M
Puts
$1.55M
Net Calls
+$1.39M
Net Calls Change
+$1.12M

Top Buyers

1
DCP
Durable Capital Partners
Maryland
$71.8M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$47.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$58.7M
4
WA
Wasatch Advisors
Utah
$240M
5
3CP
3G Capital Partners
New York
$48.8M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
$0
2
Marshall Wace
Marshall Wace
United Kingdom
$1.56M
3
UBS Group
UBS Group
Switzerland
$11.6M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$245M
5
Goldman Sachs
Goldman Sachs
New York
$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$20.3M +$620K +5,873 +3%
Morgan Stanley
27
Morgan Stanley
New York
$19M -$3.82M -36,213 -17%
SEI Investments
28
SEI Investments
Pennsylvania
$18.1M +$740K +7,010 +4%
Principal Financial Group
29
Principal Financial Group
Iowa
$16.6M +$3.73M +35,376 +29%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$15.4M +$566K +5,363 +4%
AAS
31
Annex Advisory Services
Wisconsin
$14.4M +$13.3M +126,439 +1,249%
Bank of America
32
Bank of America
North Carolina
$14M -$996K -9,437 -7%
Millennium Management
33
Millennium Management
New York
$13.6M +$2.82M +26,761 +26%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$13.3M +$6.21M +58,832 +88%
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$13.1M +$619K +5,868 +5%
UBS Group
36
UBS Group
Switzerland
$11.6M -$18.8M -177,768 -62%
FGP
37
Freestone Grove Partners
California
$11.4M +$11.4M +108,423 New
JSA
38
Jacobson & Schmitt Advisors
Wisconsin
$10.9M -$491K -4,654 -4%
Macquarie Group
39
Macquarie Group
Australia
$10.2M +$10.2M +96,327 New
MFWM
40
Motley Fool Wealth Management
Virginia
$10M -$1.05M -9,926 -9%
SBH
41
Segall Bryant & Hamill
Illinois
$9.98M +$1.7M +16,146 +21%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$9.88M -$1.03M -9,734 -9%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.02M +$856K +8,109 +10%
UBS AM
44
UBS AM
Illinois
$8.6M +$2.44M +23,136 +40%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$7.68M -$11.9M -112,558 -61%
Legal & General Group
46
Legal & General Group
United Kingdom
$7.64M +$720K +6,828 +10%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$7.25M +$505K +4,783 +7%
Barclays
48
Barclays
United Kingdom
$7.2M +$3.59M +34,031 +100%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$7.06M -$265K -2,508 -4%
MFAM
50
Motley Fool Asset Management
Virginia
$6.93M -$886K -8,397 -11%
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