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Goosehead Insurance

260 hedge funds and large institutions have $2.01B invested in Goosehead Insurance in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 102 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: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

30% less capital invested

Capital invested by funds: $2.89B → $2.01B (-$875M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
260
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
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
201
1620 Investment Advisors
Massachusetts
$20.2K
ADL
202
Asset Dedication LLC
California
$18.5K
IFU
203
iSAM Funds (UK)
United Kingdom
$17.8K
GKIM
204
GW&K Investment Management
Massachusetts
$15K
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$14K
SL
206
Salomon & Ludwin
Virginia
$13.5K
Group One Trading
207
Group One Trading
Illinois
$11.8K
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$11K
MG
209
Mather Group
Illinois
$10.7K
QCG
210
Quadrant Capital Group
Ohio
$10.4K
PA
211
Parallel Advisors
California
$9.6K
UB
212
UMB Bank
Missouri
$8.56K
MCM
213
MAI Capital Management
Ohio
$8.33K
ONPI
214
Owls Nest Partners IA
Pennsylvania
$7.44K
RFP
215
Root Financial Partners
California
$7.29K
AAP
216
Arax Advisory Partners
Colorado
$6.92K
S
217
SignatureFD
Georgia
$6.7K
FNWA
218
Financial Network Wealth Advisors
Utah
$6.55K
MA
219
MCF Advisors
Kentucky
$5.95K
GWS
220
Greykasell Wealth Strategies
California
$5.66K
VCM
221
Versant Capital Management
Arizona
$5.43K
Optiver Holding
222
Optiver Holding
Netherlands
$4.84K
AAM
223
Advisors Asset Management
Colorado
$4.39K
CAL
224
Capital Advisors Ltd
Ohio
$4K
WANY
225
Wealthspire Advisors (New York)
New York
$3.65K