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Goosehead Insurance
GSHD

Overview Fund Activity

274 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, 107 increasing their positions, 92 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-11
Holders Change %
-3.86%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
38
Increased
107
Reduced
92
Closed
47
Calls
$2.94M
Puts
$1.55M
Net Calls
+$1.39M
Net Calls Change
+$1.12M

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$71.8M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$47.4M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$58.7M
4
WA
4
Wasatch Advisors
Utah
$240M
5
3CP
5
3G Capital Partners
New York
$48.8M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$1.56M
3
UBS Group
3
UBS Group
Switzerland
$11.6M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$245M
5
Goldman Sachs
5
Goldman Sachs
New York
$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
201
KBC Group
Belgium
$84K -$31.8K -302 -27%
C
202
Covestor
United Kingdom
$82K +$81K +764 +8,489%
NS
203
NBC Securities
Alabama
$63K -$427K -4,089 -87%
FHA
204
First Horizon Advisors
Tennessee
$61.7K -$4.33K -41 -7%
WWM
205
Wolff Wiese Magana
California
$59.6K -$317 -3 -0.5%
Group One Trading
206
Group One Trading
Illinois
$59K -$5.28K -50 -8%
SAM
207
Smartleaf Asset Management
Massachusetts
$51.3K -$16.1K -157 -24%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$50K +$21.2K +200 +74%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$46.6K +$41.5K +393 +802%
VCM
210
Versant Capital Management
Arizona
$46K +$44.7K +424 +3,533%
WSFS
211
Wilmington Savings Fund Society
Delaware
$44.8K – – –
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$42K -$28.9K -274 -41%
GRP
213
Global Retirement Partners
California
$38.5K +$38.5K +365 New
EWA
214
EverSource Wealth Advisors
Alabama
$34.3K +$28.4K +269 +480%
WTC
215
WhitTier Trust Company
Nevada
$33.9K – – –
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$32.1K – – –
LFG
217
Larson Financial Group
Missouri
$30.7K -$13.5K -128 -31%
1IA
218
1620 Investment Advisors
Massachusetts
$29K – – –
Osaic Holdings
219
Osaic Holdings
Arizona
$27.3K -$419K -3,897 -94%
Bessemer Group
220
Bessemer Group
New Jersey
$27K -$3.35K -32 -11%
ADL
221
Asset Dedication LLC
California
$26.3K – – –
GKIM
222
GW&K Investment Management
Massachusetts
$21K – – –
SCM
223
Sterling Capital Management
North Carolina
$19K +$16.6K +157 +683%
ACM
224
Aster Capital Management
United Arab Emirates
$18.4K -$332K -3,150 -95%
PA
225
Parallel Advisors
California
$13.7K +$422 +4 +3%
7 8
9
10 11