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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
MIM
151
Meixler Investment Management
Arizona
$308K
QCM
152
Quantinno Capital Management
New York
$279K
Raymond James Financial
153
Raymond James Financial
Florida
$273K
MSRPS
154
Maryland State Retirement & Pension System
Maryland
$272K
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$265K
Mariner
156
Mariner
Kansas
$250K
AWAU
157
Alliance Wealth Advisors (Utah)
Utah
$245K
VPIM
158
Vanguard Personalized Indexing Management
California
$240K
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$235K
JCM
160
Janney Capital Management
Pennsylvania
$232K
GCP
161
GSA Capital Partners
United Kingdom
$230K
AFG
162
Atomi Financial Group
New York
$228K
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$228K
Squarepoint
164
Squarepoint
New York
$222K
WAG
165
Wallace Advisory Group
California
$216K
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$215K
MOACM
167
Mutual of America Capital Management
New York
$211K
HighTower Advisors
168
HighTower Advisors
Illinois
$210K
JFG
169
Jefferies Financial Group
New York
$209K
QT
170
Quantbot Technologies
New York
$194K
Public Employees Retirement Association of Colorado
171
Public Employees Retirement Association of Colorado
Colorado
$188K
CFB
172
Cullen/Frost Bankers
Texas
$178K
AIP
173
Ameritas Investment Partners
Nebraska
$150K
LSA
174
Leonteq Securities AG
Switzerland
$119K
Fidelity Investments
175
Fidelity Investments
Massachusetts
$118K