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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
NAAA
176
New Age Alpha Advisors
New York
$94K
Jones Financial Companies
177
Jones Financial Companies
Missouri
$91.7K
HIA
178
Harbor Investment Advisory
Maryland
$89K
C
179
Covestor
United Kingdom
$88K
TRCT
180
Tower Research Capital (TRC)
New York
$81.9K
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$73.8K
GI
182
GAMMA Investing
California
$72.4K
Simplex Trading
183
Simplex Trading
Illinois
$71K
A
184
AlphaQuest
New York
$65.1K
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$63.9K
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$50.8K
SPIA
187
Steward Partners Investment Advisory
New York
$46.1K
WWM
188
Wolff Wiese Magana
California
$42K
SAM
189
Smartleaf Asset Management
Massachusetts
$33.4K
EWA
190
EverSource Wealth Advisors
Alabama
$31.9K
WSFS
191
Wilmington Savings Fund Society
Delaware
$31.6K
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$30.1K
SCM
193
Sterling Capital Management
North Carolina
$29.2K
GRP
194
Global Retirement Partners
California
$27.2K
ASN
195
Advisory Services Network
Georgia
$23.3K
WTC
196
WhitTier Trust Company
Nevada
$23.2K
CIAM
197
Caitong International Asset Management
Hong Kong
$23.1K
Bessemer Group
198
Bessemer Group
New Jersey
$22K
LFG
199
Larson Financial Group
Missouri
$21.1K
1IA
200
1620 Investment Advisors
Massachusetts
$20.2K