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Goosehead Insurance

276 hedge funds and large institutions have $2.89B invested in Goosehead Insurance in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 92 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $1.55M

17% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 92

4.56% more ownership

Funds ownership: 104.66%109.22% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 286276 (-10)

7% less capital invested

Capital invested by funds: $3.09B → $2.89B (-$201M)

19% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 48

Holders
276
Holders Change
-10
Holders Change %
-3.5%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
108
Reduced
92
Closed
48
Calls
$2.94M
Puts
$1.55M
Net Calls
+$1.39M
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
176
BNP Paribas Financial Markets
France
$336K -$1.81M -17,109 -84%
Pictet Asset Management
177
Pictet Asset Management
Switzerland
$333K +$33.5K +316 +11%
AA
178
ALPS Advisors
Colorado
$331K +$4.03K +38 +1%
WAG
179
Wallace Advisory Group
California
$323K +$4.24K +40 +1%
CWM
180
CIBC World Markets
New York
$310K -$217K -2,049 -41%
LPL Financial
181
LPL Financial
California
$309K -$41.6K -393 -12%
JFG
182
Jefferies Financial Group
New York
$304K +$104K +977 +51%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$267K
AIP
184
Ameritas Investment Partners
Nebraska
$257K +$16.8K +159 +7%
MIM
185
Meixler Investment Management
Arizona
$255K +$58.5K +552 +30%
CFB
186
Cullen/Frost Bankers
Texas
$253K +$186K +1,760 +277%
VPIM
187
Vanguard Personalized Indexing Management
California
$252K +$3.28K +31 +1%
HSBC Holdings
188
HSBC Holdings
United Kingdom
$248K +$251K +2,369 New
MBTD
189
Mechanics Bank - Trust Department
California
$245K -$3.39K -32 -1%
CCA
190
Cottonwood Capital Advisors
Utah
$245K
Creative Planning
191
Creative Planning
Kansas
$237K -$69.7K -658 -23%
IFU
192
iSAM Funds (UK)
United Kingdom
$234K +$235K +2,219 New
Fidelity Investments
193
Fidelity Investments
Massachusetts
$229K +$13K +123 +6%
SA
194
Sanctuary Advisors
Indiana
$220K -$36.7K -346 -14%
TRCT
195
Tower Research Capital (TRC)
New York
$217K +$116K +1,097 +115%
NAAA
196
New Age Alpha Advisors
New York
$213K +$82.6K +780 +63%
SAI
197
Systematic Alpha Investments
New Jersey
$211K
HIA
198
Harbor Investment Advisory
Maryland
$114K +$10.4K +98 +10%
Jones Financial Companies
199
Jones Financial Companies
Missouri
$112K +$14K +132 +14%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$108K -$7.52K -71 -6%

GSHD Hedge Fund Activity: Q2 2025 in Review

276 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q2 2025, worth a combined $2.89B — down 6.5% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of GSHD and 39 opened new positions — a net loss of 9 holders — while 92 trimmed existing stakes and 108 added.

The largest buyer was Durable Capital Partners, opening a new position worth an estimated $72.1M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $22M sold.

  • 276 institutional investors held Goosehead Insurance (GSHD) as of Q2 2025, down from 286 in Q1 2025.
  • Funds reported $2.89B of Goosehead Insurance stock for Q2 2025, down 6.5% quarter-over-quarter.
  • 39 funds opened new Goosehead Insurance positions in Q2 2025 and 48 closed out, a net change of -9 holders.
  • The largest Goosehead Insurance buyer in Q2 2025 was Durable Capital Partners, an estimated $72.1M added.
  • The largest Goosehead Insurance seller in Q2 2025 was Driehaus Capital Management, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2025.