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Goosehead Insurance

275 hedge funds and large institutions have $2.89B invested in Goosehead Insurance in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 107 increasing their positions, 93 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: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

4% less funds holding

Funds holding: 285275 (-10)

7% less capital invested

Capital invested by funds: $3.09B → $2.89B (-$204M)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

Holders
275
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
$2.94M
Puts
$1.55M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
151
SG Americas Securities
New York
$592K
PFSRSONJ
152
Police & Firemen's Retirement System of New Jersey
New Jersey
$575K
ProShare Advisors
153
ProShare Advisors
Maryland
$564K
KK
154
KLP Kapitalforvaltning
Norway
$559K
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$559K
CC
156
Chicago Capital
Illinois
$542K
YMRC
157
Yorktown Management & Research Company
Virginia
$533K
Mariner
158
Mariner
Kansas
$527K
Baird Financial Group
159
Baird Financial Group
Wisconsin
$495K
YIH
160
Y-Intercept (HK)
Hong Kong
$482K
TC
161
TownSquare Capital
Utah
$469K
TWC
162
TD Waterhouse Canada
Ontario, Canada
$464K
HighTower Advisors
163
HighTower Advisors
Illinois
$456K
AWAU
164
Alliance Wealth Advisors (Utah)
Utah
$435K
AQR Capital Management
165
AQR Capital Management
Connecticut
$414K
AFG
166
Atomi Financial Group
New York
$403K
Raymond James Financial
167
Raymond James Financial
Florida
$400K
CAM
168
Cresset Asset Management
Illinois
$396K
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$396K
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$365K
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$355K
RAM
172
Readystate Asset Management
Illinois
$342K
MOACM
173
Mutual of America Capital Management
New York
$340K
Capstone Investment Advisors
174
Capstone Investment Advisors
New York
$338K
JCM
175
Janney Capital Management
Pennsylvania
$338K