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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, 108 increasing their positions, 92 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 (-$203M)

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
JCM
176
Janney Capital Management
Pennsylvania
$338K
BNP Paribas Financial Markets
177
BNP Paribas Financial Markets
France
$336K
Pictet Asset Management
178
Pictet Asset Management
Switzerland
$333K
AA
179
ALPS Advisors
Colorado
$331K
WAG
180
Wallace Advisory Group
California
$323K
CWM
181
CIBC World Markets
New York
$310K
LPL Financial
182
LPL Financial
California
$309K
JFG
183
Jefferies Financial Group
New York
$304K
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$267K
AIP
185
Ameritas Investment Partners
Nebraska
$257K
MIM
186
Meixler Investment Management
Arizona
$255K
CFB
187
Cullen/Frost Bankers
Texas
$253K
VPIM
188
Vanguard Personalized Indexing Management
California
$252K
HSBC Holdings
189
HSBC Holdings
United Kingdom
$248K
MBTD
190
Mechanics Bank - Trust Department
California
$245K
CCA
191
Cottonwood Capital Advisors
Utah
$245K
Creative Planning
192
Creative Planning
Kansas
$237K
IFU
193
iSAM Funds (UK)
United Kingdom
$234K
Fidelity Investments
194
Fidelity Investments
Massachusetts
$229K
TRCT
195
Tower Research Capital (TRC)
New York
$217K
NAAA
196
New Age Alpha Advisors
New York
$213K
SAI
197
Systematic Alpha Investments
New Jersey
$211K
HIA
198
Harbor Investment Advisory
Maryland
$114K
Jones Financial Companies
199
Jones Financial Companies
Missouri
$112K
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$108K