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Arthur J. Gallagher & Co

1,284 hedge funds and large institutions have $60.5B invested in Arthur J. Gallagher & Co in 2025 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 391 increasing their positions, 564 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

13% less capital invested

Capital invested by funds: $69.6B → $60.5B (-$9.1B)

31% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 564

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

Holders
1,284
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$146M
Puts
$109M
Net Calls
Net Calls Change

Top Sellers

1 -$317M
2 -$242M
3 -$225M
4
Morgan Stanley
Morgan Stanley
New York
-$215M
5
DZ Bank
DZ Bank
Germany
-$206M
Name Holding Trade Value Shares
Change
Change in
Stake
AO
626
Advisor OS
Illinois
$981K
CWM
627
Connecticut Wealth Management
Connecticut
$973K
EIM
628
Essex Investment Management
Massachusetts
$969K
EIP
629
Ellis Investment Partners
Pennsylvania
$961K
PWM
630
Prosperity Wealth Management
California
$954K
EWM
631
Evercore Wealth Management
New York
$953K
CFG
632
Citizens Financial Group
Rhode Island
$951K
PA
633
Parallel Advisors
California
$935K
MSA
634
Marino Stram & Associates
Massachusetts
$933K
PI
635
PFG Investments
New York
$919K
N
636
Numerai
California
$914K
TW
637
ticino wealth
California
$901K
WETS
638
Wealth Enhancement Trust Services
South Dakota
$899K
DADC
639
D.A. Davidson & Co
Montana
$888K
EH
640
Equitable Holdings
New York
$886K
GAAM
641
Guinness Atkinson Asset Management
California
$886K
WEG
642
World Equity Group
Illinois
$881K
SG
643
StoneX Group
New York
$871K
EFA
644
Englebert Financial Advisers
Pennsylvania
$871K
ATPW
645
Ashton Thomas Private Wealth
Arizona
$859K
CG
646
Cynosure Group
Utah
$844K
VCM
647
Virtue Capital Management
Tennessee
$841K
AIM
648
Allen Investment Management
New York
$839K
TAFW
649
Tred Avon Family Wealth
Maryland
$838K
JSAM
650
J. Safra Asset Management
New York
$836K