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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
ADL
201
Asset Dedication LLC
California
$18.5K
IFU
202
iSAM Funds (UK)
United Kingdom
$17.8K
GKIM
203
GW&K Investment Management
Massachusetts
$15K
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$14K
SL
205
Salomon & Ludwin
Virginia
$13.5K
Group One Trading
206
Group One Trading
Illinois
$11.8K
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$11K
MG
208
Mather Group
Illinois
$10.7K
QCG
209
Quadrant Capital Group
Ohio
$10.4K
PA
210
Parallel Advisors
California
$9.6K
UB
211
UMB Bank
Missouri
$8.56K
MCM
212
MAI Capital Management
Ohio
$8.33K
ONPI
213
Owls Nest Partners IA
Pennsylvania
$7.44K
RFP
214
Root Financial Partners
California
$7.29K
AAP
215
Arax Advisory Partners
Colorado
$6.92K
S
216
SignatureFD
Georgia
$6.7K
FNWA
217
Financial Network Wealth Advisors
Utah
$6.55K
MA
218
MCF Advisors
Kentucky
$5.95K
GWS
219
Greykasell Wealth Strategies
California
$5.66K
VCM
220
Versant Capital Management
Arizona
$5.43K
Optiver Holding
221
Optiver Holding
Netherlands
$4.84K
AAM
222
Advisors Asset Management
Colorado
$4.39K
CAL
223
Capital Advisors Ltd
Ohio
$4K
WANY
224
Wealthspire Advisors (New York)
New York
$3.65K
ACM
225
Aster Capital Management
United Arab Emirates
$3.57K