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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
Empower Advisory Group
676
Empower Advisory Group
Colorado
$746K
HTC
677
Haverford Trust Company
Pennsylvania
$743K
WB
678
Webster Bank
Connecticut
$738K
RWP
679
RWA Wealth Partners
Massachusetts
$734K
WDC
680
Woodward Diversified Capital
California
$730K
ECM
681
EagleClaw Capital Management
Massachusetts
$730K
AWM
682
Accurate Wealth Management
Florida
$728K
GT
683
Greenleaf Trust
Michigan
$728K
CSIC
684
Clifford Swan Investment Counsel
California
$724K
EWA
685
EverSource Wealth Advisors
Alabama
$723K
TP
686
TritonPoint Partners
Maryland
$721K
FFM
687
Forum Financial Management
Illinois
$721K
TAM
688
Trust Asset Management
Texas
$716K
PNC
689
Park National Corp
Ohio
$715K
SC
690
Scotia Capital
Ontario, Canada
$713K
BTI
691
Blue Trust Inc
Georgia
$709K
FTWA
692
Fifth Third Wealth Advisors
Ohio
$707K
BPAMU
693
BTG Pactual Asset Management US
New York
$692K
PA
694
Profund Advisors
Maryland
$692K
SCA
695
Snowden Capital Advisors
New York
$683K
LW
696
Linscomb Wealth
Texas
$677K
SYBT
697
Stock Yards Bank & Trust
Kentucky
$670K
SC
698
Syon Capital
California
$669K
PAG
699
Private Advisory Group
Washington
$664K
DWT
700
Dorsey & Whitney Trust
South Dakota
$653K