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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, 107 increasing their positions, 93 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 (-$204M)

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
GI
201
GAMMA Investing
California
$92.1K
KBC Group
202
KBC Group
Belgium
$84K
C
203
Covestor
United Kingdom
$82K
NS
204
NBC Securities
Alabama
$63K
FHA
205
First Horizon Advisors
Tennessee
$61.7K
WWM
206
Wolff Wiese Magana
California
$59.6K
Group One Trading
207
Group One Trading
Illinois
$59K
SAM
208
Smartleaf Asset Management
Massachusetts
$51.3K
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$50K
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$46.6K
VCM
211
Versant Capital Management
Arizona
$46K
WSFS
212
Wilmington Savings Fund Society
Delaware
$44.8K
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$42K
GRP
214
Global Retirement Partners
California
$38.5K
EWA
215
EverSource Wealth Advisors
Alabama
$34.3K
WTC
216
WhitTier Trust Company
Nevada
$33.9K
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$32.1K
LFG
218
Larson Financial Group
Missouri
$30.7K
1IA
219
1620 Investment Advisors
Massachusetts
$29K
Osaic Holdings
220
Osaic Holdings
Arizona
$27.3K
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