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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
A
201
AlphaQuest
New York
$92.3K
GI
202
GAMMA Investing
California
$92.1K
KBC Group
203
KBC Group
Belgium
$84K
C
204
Covestor
United Kingdom
$82K
NS
205
NBC Securities
Alabama
$63K
FHA
206
First Horizon Advisors
Tennessee
$61.7K
WWM
207
Wolff Wiese Magana
California
$59.6K
Group One Trading
208
Group One Trading
Illinois
$59K
SAM
209
Smartleaf Asset Management
Massachusetts
$51.3K
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$50K
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$46.6K
VCM
212
Versant Capital Management
Arizona
$46K
WSFS
213
Wilmington Savings Fund Society
Delaware
$44.8K
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$42K
GRP
215
Global Retirement Partners
California
$38.5K
EWA
216
EverSource Wealth Advisors
Alabama
$34.3K
WTC
217
WhitTier Trust Company
Nevada
$33.9K
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$32.1K
LFG
219
Larson Financial Group
Missouri
$30.7K
1IA
220
1620 Investment Advisors
Massachusetts
$29K
Bessemer Group
221
Bessemer Group
New Jersey
$27K
ADL
222
Asset Dedication LLC
California
$26.3K
GKIM
223
GW&K Investment Management
Massachusetts
$21K
SCM
224
Sterling Capital Management
North Carolina
$19K
ACM
225
Aster Capital Management
United Arab Emirates
$18.4K