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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
AIM
651
Allen Investment Management
New York
$1M
TSWM
652
Triangle Securities Wealth Management
North Carolina
$1M
HTC
653
Haverford Trust Company
Pennsylvania
$1M
ACM
654
Allred Capital Management
Texas
$998K
TAFW
655
Tred Avon Family Wealth
Maryland
$992K
NP
656
NorthRock Partners
Minnesota
$991K
JFGIW
657
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$987K
PAG
658
Private Advisory Group
Washington
$983K
WA
659
WBH Advisory
Maryland
$981K
BWM
660
BankPlus Wealth Management
Mississippi
$979K
RIA
661
Regal Investment Advisors
Michigan
$974K
CIS
662
Custom Index Systems
New York
$972K
MT
663
Midwest Trust
Kansas
$959K
AAP
664
Arax Advisory Partners
Colorado
$951K
BTI
665
Blue Trust Inc
Georgia
$948K
SC
666
Scotia Capital
Ontario, Canada
$948K
SCA
667
Snowden Capital Advisors
New York
$938K
FTWA
668
Fifth Third Wealth Advisors
Ohio
$938K
NEI
669
Northwest & Ethical Investments
Ontario, Canada
$937K
HBT
670
Heartland Bank & Trust
Illinois
$917K
MSWM
671
Master's Wealth Management
Pennsylvania
$908K
DADC
672
D.A. Davidson & Co
Montana
$908K
OAM
673
Occidental Asset Management
California
$907K
ST
674
Sageworth Trust
Pennsylvania
$898K
ATS
675
Ashton Thomas Securities
New York
$894K