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Goosehead Insurance
GSHD

Overview Fund Activity

274 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, 92 reducing their positions, and 47 closing their positions.

Holders
274
Holders Change
-11
Holders Change %
-3.86%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
38
Increased
107
Reduced
92
Closed
47
Calls
$2.94M
Puts
$1.55M
Net Calls
+$1.39M
Net Calls Change
+$1.12M

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$71.8M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$47.4M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$58.7M
4
WA
4
Wasatch Advisors
Utah
$240M
5
3CP
5
3G Capital Partners
New York
$48.8M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$1.56M
3
UBS Group
3
UBS Group
Switzerland
$11.6M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$245M
5
Goldman Sachs
5
Goldman Sachs
New York
$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pictet Asset Management
176
Pictet Asset Management
Switzerland
$333K +$33.3K +316 +11%
AA
177
ALPS Advisors
Colorado
$331K +$4.01K +38 +1%
WAG
178
Wallace Advisory Group
California
$323K +$4.72K +40 +1%
CWM
179
CIBC World Markets
New York
$310K -$216K -2,049 -41%
LPL Financial
180
LPL Financial
California
$309K -$41.5K -393 -12%
JFG
181
Jefferies Financial Group
New York
$304K +$103K +977 +51%
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$267K – – –
AIP
183
Ameritas Investment Partners
Nebraska
$257K +$16.8K +159 +7%
MIM
184
Meixler Investment Management
Arizona
$255K +$58.2K +552 +30%
CFB
185
Cullen/Frost Bankers
Texas
$253K +$186K +1,760 +277%
VPIM
186
Vanguard Personalized Indexing Management
California
$252K +$3.27K +31 +1%
HSBC Holdings
187
HSBC Holdings
United Kingdom
$248K +$248K +2,369 New
MBTD
188
Mechanics Bank - Trust Department
California
$245K -$3.38K -32 -1%
CCA
189
Cottonwood Capital Advisors
Utah
$245K – – –
Creative Planning
190
Creative Planning
Kansas
$237K -$69.4K -658 -23%
IFU
191
iSAM Funds (UK)
United Kingdom
$234K +$234K +2,219 New
Fidelity Investments
192
Fidelity Investments
Massachusetts
$229K +$13K +123 +6%
TRCT
193
Tower Research Capital (TRC)
New York
$217K +$116K +1,097 +115%
NAAA
194
New Age Alpha Advisors
New York
$213K +$82.3K +780 +63%
SAI
195
Systematic Alpha Investments
New Jersey
$211K – – –
HIA
196
Harbor Investment Advisory
Maryland
$114K +$10.3K +98 +10%
Jones Financial Companies
197
Jones Financial Companies
Missouri
$112K +$13.5K +132 +14%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$108K -$7.49K -71 -6%
A
199
AlphaQuest
New York
$92.3K +$27.9K +264 +43%
GI
200
GAMMA Investing
California
$92.1K +$27.1K +257 +42%
6 7
8
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