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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
QCM
151
Quantinno Capital Management
New York
$279K
Raymond James Financial
152
Raymond James Financial
Florida
$273K
MSRPS
153
Maryland State Retirement & Pension System
Maryland
$272K
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$265K
Mariner
155
Mariner
Kansas
$250K
AWAU
156
Alliance Wealth Advisors (Utah)
Utah
$245K
VPIM
157
Vanguard Personalized Indexing Management
California
$240K
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$235K
JCM
159
Janney Capital Management
Pennsylvania
$232K
GCP
160
GSA Capital Partners
United Kingdom
$230K
AFG
161
Atomi Financial Group
New York
$228K
OSAM
162
O'Shaughnessy Asset Management
Connecticut
$228K
Squarepoint
163
Squarepoint
New York
$222K
WAG
164
Wallace Advisory Group
California
$216K
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$215K
MOACM
166
Mutual of America Capital Management
New York
$211K
HighTower Advisors
167
HighTower Advisors
Illinois
$210K
JFG
168
Jefferies Financial Group
New York
$209K
QT
169
Quantbot Technologies
New York
$194K
Public Employees Retirement Association of Colorado
170
Public Employees Retirement Association of Colorado
Colorado
$188K
CFB
171
Cullen/Frost Bankers
Texas
$178K
SWGC
172
Summit Wealth Group (Colorado)
Colorado
$160K
AIP
173
Ameritas Investment Partners
Nebraska
$150K
Fidelity Investments
174
Fidelity Investments
Massachusetts
$118K
BC
175
Bayforest Capital
United Kingdom
$107K