AJG icon

Arthur J. Gallagher & Co

1,332 hedge funds and large institutions have $69.6B invested in Arthur J. Gallagher & Co in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 507 increasing their positions, 487 reducing their positions, and 136 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:

3% less funds holding

Funds holding: 1,3721,332 (-40)

18% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 136

30% less funds holding in top 10

Funds holding in top 10: 3726 (-11)

Holders
1,332
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
FA
626
Fiduciary Alliance
South Carolina
$1.19M
SPC
627
Sigma Planning Corp
Michigan
$1.18M
PC
628
Promus Capital
Illinois
$1.17M
PFPT
629
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.17M
CWM
630
Connecticut Wealth Management
Connecticut
$1.16M
EH
631
Equitable Holdings
New York
$1.16M
MSA
632
Marino Stram & Associates
Massachusetts
$1.16M
ATPW
633
Ashton Thomas Private Wealth
Arizona
$1.14M
EWM
634
Evercore Wealth Management
New York
$1.14M
WPC
635
Wedmont Private Capital
Pennsylvania
$1.12M
VCM
636
Voleon Capital Management
California
$1.12M
TW
637
TritonPoint Wealth
Maryland
$1.12M
FC
638
FORA Capital
Florida
$1.12M
PI
639
PFG Investments
New York
$1.1M
MOS
640
MGO One Seven
Ohio
$1.09M
TC
641
TFR Capital
Texas
$1.09M
PA
642
Profund Advisors
Maryland
$1.09M
PR
643
Payden & Rygel
California
$1.08M
WEG
644
World Equity Group
Illinois
$1.08M
EWA
645
EverSource Wealth Advisors
Alabama
$1.08M
AWA
646
Arete Wealth Advisors
Illinois
$1.07M
GWSG
647
GPS Wealth Strategies Group
Colorado
$1.07M
GT
648
Greenleaf Trust
Michigan
$1.07M
RBWA
649
RFG - Bristol Wealth Advisors
Massachusetts
$1.07M
BPAMU
650
BTG Pactual Asset Management US
New York
$1.07M