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Goosehead Insurance

261 hedge funds and large institutions have $2.01B invested in Goosehead Insurance in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 102 reducing their positions, and 47 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

30% less capital invested

Capital invested by funds: $2.89B → $2.01B (-$875M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
261
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
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
126
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$480K
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$468K
Victory Capital Management
128
Victory Capital Management
Texas
$465K
PWG
129
Portside Wealth Group
Utah
$461K
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$452K
GWM
131
Gibbs Wealth Management
Georgia
$440K
IFWM
132
Institute for Wealth Management
Colorado
$432K
Handelsbanken Fonder
133
Handelsbanken Fonder
Sweden
$432K
Verition Fund Management
134
Verition Fund Management
Connecticut
$428K
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$426K
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$426K
Baird Financial Group
137
Baird Financial Group
Wisconsin
$423K
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$412K
ECM
139
ExodusPoint Capital Management
New York
$402K
KK
140
KLP Kapitalforvaltning
Norway
$394K
CC
141
Chicago Capital
Illinois
$376K
YMRC
142
Yorktown Management & Research Company
Virginia
$376K
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$350K
LPL Financial
144
LPL Financial
California
$346K
ProShare Advisors
145
ProShare Advisors
Maryland
$340K
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$324K
VOYA Investment Management
147
VOYA Investment Management
Georgia
$322K
Two Sigma Investments
148
Two Sigma Investments
New York
$320K
TWC
149
TD Waterhouse Canada
Ontario, Canada
$317K
Osaic Holdings
150
Osaic Holdings
Arizona
$309K