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Arthur J. Gallagher & Co

1,240 hedge funds and large institutions have $49.7B invested in Arthur J. Gallagher & Co in 2026 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 429 increasing their positions, 472 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

16% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 183

18% less capital invested

Capital invested by funds: $60.6B → $49.7B (-$10.9B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$174M
Puts
$71.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
676
Patron Partners
Texas
$569K
BCV
677
Banque Cantonale Vaudoise
Switzerland
$569K
PFG
678
PAX Financial Group
Texas
$567K
IWC
679
Integrated Wealth Concepts
Massachusetts
$563K
ECM
680
Evergreen Capital Management
Washington
$563K
GT
681
Greenleaf Trust
Michigan
$562K
CFG
682
Carr Financial Group
Massachusetts
$562K
SYBT
683
Stock Yards Bank & Trust
Kentucky
$561K
VA
684
VestGen Advisors
Illinois
$559K
USCWA
685
U.S. Capital Wealth Advisors
Texas
$555K
PE
686
PCM Encore
Colorado
$549K
YIA
687
YHB Investment Advisors
Connecticut
$546K
PCS
688
Personal CFO Solutions
New Jersey
$544K
SLI
689
Sumitomo Life Insurance
Japan
$544K
SC
690
Shay Capital
New York
$541K
CIA
691
Compass Ion Advisors
Pennsylvania
$541K
OIS
692
Okabena Investment Services
Minnesota
$540K
PIM
693
Penobscot Investment Management
Massachusetts
$538K
RC
694
Roundview Capital
New Jersey
$536K
SWP
695
Sagespring Wealth Partners
Tennessee
$532K
EWA
696
EverSource Wealth Advisors
Alabama
$532K
HTC
697
Haverford Trust Company
Pennsylvania
$531K
SCTC
698
Sanibel Captiva Trust Company
Florida
$531K
HNB
699
Huntington National Bank
Ohio
$530K
CFG
700
Citizens Financial Group
Rhode Island
$518K