GSHD icon

Goosehead Insurance

261 hedge funds and large institutions have $2.01B invested in Goosehead Insurance in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 98 increasing their positions, 85 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

0% more funds holding

Funds holding: 260261 (+1)

0% less capital invested

Capital invested by funds: $2.01B → $2.01B (-$3.42M)

24% less call options, than puts

Call options by funds: $876K | Put options by funds: $1.16M

Holders
261
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
$876K
Puts
$1.16M
Net Calls
Net Calls Change

Top Buyers

1 +$39.6M
2 +$13.4M
3 +$8.57M
4
3CP
3G Capital Partners
New York
+$7.12M
5
Goldman Sachs
Goldman Sachs
New York
+$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$12.4M
UBS Group
27
UBS Group
Switzerland
$11.5M
JSA
28
Jacobson & Schmitt Advisors
Wisconsin
$11.3M
SEI Investments
29
SEI Investments
Pennsylvania
$11M
Bank of New York Mellon
30
Bank of New York Mellon
New York
$10.8M
Luther King Capital Management (LKCM)
31
Luther King Capital Management (LKCM)
Texas
$10.3M
Millennium Management
32
Millennium Management
New York
$9.32M
MFWM
33
Motley Fool Wealth Management
Virginia
$9.02M
LIP
34
Lighthouse Investment Partners
Florida
$8.86M
MFAM
35
Motley Fool Asset Management
Virginia
$8.32M
Select Equity Group
36
Select Equity Group
New York
$8.31M
SBH
37
Segall Bryant & Hamill
Illinois
$7.47M
TI
38
Trexquant Investment
Connecticut
$6.95M
EMCIP
39
Ewing Morris & Co Investment Partners
Ontario, Canada
$6.46M
AAS
40
Annex Advisory Services
Wisconsin
$6.42M
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.35M
Ameriprise
42
Ameriprise
Minnesota
$6.04M
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$5.89M
Natixis Advisors
44
Natixis Advisors
Massachusetts
$5.57M
Squarepoint
45
Squarepoint
New York
$5.25M
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$5.2M
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$4.96M
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$4.93M
Legal & General Group
49
Legal & General Group
United Kingdom
$4.85M
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$4.82M