We are live on ! Find out more
GSHD icon

Goosehead Insurance

276 hedge funds and large institutions have $2.89B invested in Goosehead Insurance in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 92 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $1.55M

17% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 92

4.56% more ownership

Funds ownership: 104.66%109.22% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 286276 (-10)

7% less capital invested

Capital invested by funds: $3.09B → $2.89B (-$201M)

19% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 48

Holders
276
Holders Change
-10
Holders Change %
-3.5%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
108
Reduced
92
Closed
48
Calls
$2.94M
Puts
$1.55M
Net Calls
+$1.39M
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$20.3M +$622K +5,873 +3%
Morgan Stanley
27
Morgan Stanley
New York
$19M -$3.84M -36,213 -17%
SEI Investments
28
SEI Investments
Pennsylvania
$18.1M +$743K +7,010 +4%
Principal Financial Group
29
Principal Financial Group
Iowa
$16.6M +$3.75M +35,376 +29%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$15.4M +$568K +5,363 +4%
AAS
31
Annex Advisory Services
Wisconsin
$14.4M +$13.4M +126,439 +1,249%
Bank of America
32
Bank of America
North Carolina
$14M -$1,000K -9,437 -7%
Millennium Management
33
Millennium Management
New York
$13.6M +$2.84M +26,761 +26%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$13.3M +$6.23M +58,832 +88%
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$13.1M +$622K +5,868 +5%
UBS Group
36
UBS Group
Switzerland
$11.6M -$18.8M -177,768 -62%
FGP
37
Freestone Grove Partners
California
$11.4M +$11.5M +108,423 New
JSA
38
Jacobson & Schmitt Advisors
Wisconsin
$10.9M -$493K -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 +$1.71M +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 +$859K +8,109 +10%
UBS AM
44
UBS AM
Illinois
$8.6M +$2.45M +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 +$723K +6,828 +10%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$7.25M +$507K +4,783 +7%
Barclays
48
Barclays
United Kingdom
$7.2M +$3.61M +34,031 +100%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$7.06M -$266K -2,508 -4%
MFAM
50
Motley Fool Asset Management
Virginia
$6.93M -$890K -8,397 -11%

GSHD Hedge Fund Activity: Q2 2025 in Review

276 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q2 2025, worth a combined $2.89B — down 6.5% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of GSHD and 39 opened new positions — a net loss of 9 holders — while 92 trimmed existing stakes and 108 added.

The largest buyer was Durable Capital Partners, opening a new position worth an estimated $72.1M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $22M sold.

  • 276 institutional investors held Goosehead Insurance (GSHD) as of Q2 2025, down from 286 in Q1 2025.
  • Funds reported $2.89B of Goosehead Insurance stock for Q2 2025, down 6.5% quarter-over-quarter.
  • 39 funds opened new Goosehead Insurance positions in Q2 2025 and 48 closed out, a net change of -9 holders.
  • The largest Goosehead Insurance buyer in Q2 2025 was Durable Capital Partners, an estimated $72.1M added.
  • The largest Goosehead Insurance seller in Q2 2025 was Driehaus Capital Management, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2025.