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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
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$468K
Victory Capital Management
127
Victory Capital Management
Texas
$465K
PWG
128
Portside Wealth Group
Utah
$461K
State Board of Administration of Florida Retirement System
129
State Board of Administration of Florida Retirement System
Florida
$452K
GWM
130
Gibbs Wealth Management
Georgia
$440K
IFWM
131
Institute for Wealth Management
Colorado
$432K
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$432K
Verition Fund Management
133
Verition Fund Management
Connecticut
$428K
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$426K
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$426K
Baird Financial Group
136
Baird Financial Group
Wisconsin
$423K
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$412K
ECM
138
ExodusPoint Capital Management
New York
$402K
KK
139
KLP Kapitalforvaltning
Norway
$394K
CC
140
Chicago Capital
Illinois
$376K
YMRC
141
Yorktown Management & Research Company
Virginia
$376K
Teacher Retirement System of Texas
142
Teacher Retirement System of Texas
Texas
$350K
LPL Financial
143
LPL Financial
California
$346K
ProShare Advisors
144
ProShare Advisors
Maryland
$340K
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$324K
VOYA Investment Management
146
VOYA Investment Management
Georgia
$322K
Two Sigma Investments
147
Two Sigma Investments
New York
$320K
TWC
148
TD Waterhouse Canada
Ontario, Canada
$317K
Osaic Holdings
149
Osaic Holdings
Arizona
$309K
MIM
150
Meixler Investment Management
Arizona
$308K