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Goosehead Insurance

263 hedge funds and large institutions have $2.01B invested in Goosehead Insurance in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 86 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

1% more funds holding

Funds holding: 260263 (+3)

0% less capital invested

Capital invested by funds: $2.01B → $2.01B (-$2.72M)

24% less call options, than puts

Call options by funds: $876K | Put options by funds: $1.16M

Holders
263
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
$876K
Puts
$1.16M
Net Calls
Net Calls Change

Top Buyers

1 +$39.6M
2 +$13.4M
3 +$8.57M
4
3CP
3G Capital Partners
New York
+$7.12M
5
Goldman Sachs
Goldman Sachs
New York
+$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$27.1K
WTC
202
WhitTier Trust Company
Nevada
$23.4K
Bessemer Group
203
Bessemer Group
New Jersey
$23K
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$22K
1IA
205
1620 Investment Advisors
Massachusetts
$20K
ADL
206
Asset Dedication LLC
California
$18.3K
LFG
207
Larson Financial Group
Missouri
$18.2K
HFS
208
Hantz Financial Services
Michigan
$17K
GKIM
209
GW&K Investment Management
Massachusetts
$15K
CIAM
210
Caitong International Asset Management
Hong Kong
$14.3K
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$12.6K
PA
212
Parallel Advisors
California
$12.6K
AAP
213
Arax Advisory Partners
Colorado
$12K
UB
214
UMB Bank
Missouri
$11.9K
Los Angeles Capital Management
215
Los Angeles Capital Management
California
$9.11K
EWA
216
EverSource Wealth Advisors
Alabama
$8.91K
IAIM
217
International Assets Investment Management
Florida
$8.62K
S
218
SignatureFD
Georgia
$7.44K
ONPI
219
Owls Nest Partners IA
Pennsylvania
$7.37K
SL
220
Salomon & Ludwin
Virginia
$6.17K
SAG
221
SageView Advisory Group
California
$5.89K
RFP
222
Root Financial Partners
California
$5.82K
GWS
223
Greykasell Wealth Strategies
California
$5.6K
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$5.23K
AF
225
Allworth Financial
California
$4.79K