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Goosehead Insurance

266 hedge funds and large institutions have $2.82B invested in Goosehead Insurance in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 76 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 19

111% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $5.8M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $2.36B → $2.82B (+$458M)

16% more funds holding

Funds holding: 230266 (+36)

1.44% less ownership

Funds ownership: 109.14%107.7% (-1.4%)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 90

Holders
266
Holders Change
+36
Holders Change %
+15.65%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
57
Increased
76
Reduced
90
Closed
19
Calls
$12.3M
Puts
$5.8M
Net Calls
+$6.47M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
201
Jones Financial Companies
Missouri
$97K +$33.7K +309 +52%
WSFS
202
Wilmington Savings Fund Society
Delaware
$75.1K
FMP
203
Financial Management Professionals
Texas
$71.9K -$437 -4 -0.6%
CFB
204
Cullen/Frost Bankers
Texas
$68.1K
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$67.8K -$655 -6 -0.9%
GI
206
GAMMA Investing
California
$65K +$28.1K +257 +74%
SAM
207
Smartleaf Asset Management
Massachusetts
$64.4K +$55.6K +509 +463%
FHA
208
First Horizon Advisors
Tennessee
$63.6K
KIM
209
Kestra Investment Management
Texas
$63K +$64.2K +588 New
WWM
210
Wolff Wiese Magana
California
$60.9K
PD
211
Point72 (DIFC)
United Arab Emirates
$60.7K +$61.8K +566 New
BC
212
Bayforest Capital
United Kingdom
$47.8K +$48.7K +446 New
Osaic Holdings
213
Osaic Holdings
Arizona
$41.2K +$5.13K +47 +14%
GRP
214
Global Retirement Partners
California
$39.1K
RS
215
R Squared
Hong Kong
$38.6K +$39.3K +360 New
WTC
216
WhitTier Trust Company
Nevada
$34.4K
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$32.6K
1IA
218
1620 Investment Advisors
Massachusetts
$29.5K
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$28K -$3.6K -33 -11%
ADL
220
Asset Dedication LLC
California
$26.7K
GKIM
221
GW&K Investment Management
Massachusetts
$22K
PAS
222
Point72 Asia (Singapore)
Singapore
$18.8K +$19.1K +175 New
TH
223
TCTC Holdings
Texas
$16.3K +$16.6K +152 New
QCG
224
Quadrant Capital Group
Ohio
$14K
PA
225
Parallel Advisors
California
$13.8K

GSHD Hedge Fund Activity: Q4 2024 in Review

266 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q4 2024, worth a combined $2.82B — up 19% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GSHD positions and 19 closed out — a net gain of 38 holders — while 76 added to existing stakes and 90 trimmed.

The largest buyer was American Century Companies, adding an estimated $24M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $44.1M.

  • 266 institutional investors held Goosehead Insurance (GSHD) as of Q4 2024, up from 230 in Q3 2024.
  • Funds reported $2.82B of Goosehead Insurance stock for Q4 2024, up 19% quarter-over-quarter.
  • 57 funds opened new Goosehead Insurance positions in Q4 2024 and 19 closed out, a net change of +38 holders.
  • The largest Goosehead Insurance buyer in Q4 2024 was American Century Companies, an estimated $24M added.
  • The largest Goosehead Insurance seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $44.1M sold.

Based on aggregated 13F filings for Q4 2024.