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Arthur J. Gallagher & Co

1,310 hedge funds and large institutions have $69.5B invested in Arthur J. Gallagher & Co in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 499 increasing their positions, 476 reducing their positions, and 135 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:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

4% less funds holding

Funds holding: 1,3631,310 (-53)

16% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 135

30% less funds holding in top 10

Funds holding in top 10: 3726 (-11)

Holders
1,310
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$242M
Puts
$113M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
301
Baird Financial Group
Wisconsin
$10.5M
Public Employees Retirement Association of Colorado
302
Public Employees Retirement Association of Colorado
Colorado
$10.3M
SIC
303
Sigma Investment Counselors
Michigan
$10.3M
EWA
304
Exencial Wealth Advisors
Oklahoma
$10.2M
PA
305
PFG Advisors
Arizona
$10.2M
MCWS
306
McKinley Carter Wealth Services
West Virginia
$10M
SAM
307
Smithbridge Asset Management
Pennsylvania
$9.96M
PAG
308
Private Advisor Group
New Jersey
$9.93M
CG
309
Caprock Group
Idaho
$9.88M
BST
310
Bath Savings Trust
Maine
$9.87M
HFS
311
Hantz Financial Services
Michigan
$9.86M
EI
312
Ethic Inc
New York
$9.53M
DWM
313
Dakota Wealth Management
Florida
$9.51M
NSIM
314
North Star Investment Management
Illinois
$9.4M
BG
315
Bahl & Gaynor
Ohio
$9.34M
AM
316
AGF Management
Ontario, Canada
$9.24M
YCM
317
Yousif Capital Management
Michigan
$9.15M
OPERF
318
Oregon Public Employees Retirement Fund
Oregon
$9.08M
SAM
319
Strategy Asset Managers
California
$8.91M
LA
320
LBP AM
France
$8.9M
VPIM
321
Vanguard Personalized Indexing Management
California
$8.89M
MGWM
322
Marks Group Wealth Management
Minnesota
$8.81M
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$8.74M
Nordea Investment Management
324
Nordea Investment Management
Sweden
$8.66M
DACG
325
Donor Advised Charitable Giving
California
$8.63M