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Goosehead Insurance

261 hedge funds and large institutions have $2.01B invested in Goosehead Insurance in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 98 increasing their positions, 85 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

0% more funds holding

Funds holding: 260261 (+1)

0% less capital invested

Capital invested by funds: $2.01B → $2.01B (-$3.42M)

24% less call options, than puts

Call options by funds: $876K | Put options by funds: $1.16M

Holders
261
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
$876K
Puts
$1.16M
Net Calls
Net Calls Change

Top Buyers

1 +$39.6M
2 +$13.4M
3 +$8.57M
4
3CP
3G Capital Partners
New York
+$7.12M
5
Goldman Sachs
Goldman Sachs
New York
+$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
201
WhitTier Trust Company
Nevada
$23.4K
Bessemer Group
202
Bessemer Group
New Jersey
$23K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$22K
1IA
204
1620 Investment Advisors
Massachusetts
$20K
ADL
205
Asset Dedication LLC
California
$18.3K
LFG
206
Larson Financial Group
Missouri
$18.2K
HFS
207
Hantz Financial Services
Michigan
$17K
GKIM
208
GW&K Investment Management
Massachusetts
$15K
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$12.6K
PA
210
Parallel Advisors
California
$12.6K
AAP
211
Arax Advisory Partners
Colorado
$12K
UB
212
UMB Bank
Missouri
$11.9K
Los Angeles Capital Management
213
Los Angeles Capital Management
California
$9.11K
EWA
214
EverSource Wealth Advisors
Alabama
$8.91K
IAIM
215
International Assets Investment Management
Florida
$8.62K
S
216
SignatureFD
Georgia
$7.44K
ONPI
217
Owls Nest Partners IA
Pennsylvania
$7.37K
SL
218
Salomon & Ludwin
Virginia
$6.17K
SAG
219
SageView Advisory Group
California
$5.89K
RFP
220
Root Financial Partners
California
$5.82K
GWS
221
Greykasell Wealth Strategies
California
$5.6K
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$5.23K
AF
223
Allworth Financial
California
$4.79K
FNWA
224
Financial Network Wealth Advisors
Utah
$4.64K
PFBT
225
Parkside Financial Bank & Trust
Missouri
$4.49K