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Arthur J. Gallagher & Co

1,322 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, 503 increasing their positions, 484 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: 1,3681,322 (-46)

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
1,322
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
BRWA
651
B. Riley Wealth Advisors
Florida
$1.06M
GAAM
652
Guinness Atkinson Asset Management
California
$1.06M
AA
653
Advisory Alpha
Michigan
$1.02M
Kayne Anderson Rudnick Investment Management
654
Kayne Anderson Rudnick Investment Management
California
$1.02M
SS
655
Sunbelt Securities
Texas
$1.02M
LNWWM
656
Laird Norton Wetherby Wealth Management
California
$1.01M
AIM
657
Allen Investment Management
New York
$1M
TSWM
658
Triangle Securities Wealth Management
North Carolina
$1M
HTC
659
Haverford Trust Company
Pennsylvania
$1M
ACM
660
Allred Capital Management
Texas
$998K
TAFW
661
Tred Avon Family Wealth
Maryland
$992K
NP
662
NorthRock Partners
Minnesota
$991K
JFGIW
663
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$987K
PAG
664
Private Advisory Group
Washington
$983K
WA
665
WBH Advisory
Maryland
$981K
BWM
666
BankPlus Wealth Management
Mississippi
$979K
RIA
667
Regal Investment Advisors
Michigan
$974K
CIS
668
Custom Index Systems
New York
$972K
MT
669
Midwest Trust
Kansas
$959K
AAP
670
Arax Advisory Partners
Colorado
$951K
BTI
671
Blue Trust Inc
Georgia
$948K
SC
672
Scotia Capital
Ontario, Canada
$948K
SCA
673
Snowden Capital Advisors
New York
$938K
FTWA
674
Fifth Third Wealth Advisors
Ohio
$938K
NEI
675
Northwest & Ethical Investments
Ontario, Canada
$937K