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Arthur J. Gallagher & Co

1,275 hedge funds and large institutions have $60.3B invested in Arthur J. Gallagher & Co in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 390 increasing their positions, 561 reducing their positions, and 169 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 capital invested

Capital invested by funds: $ → $

14% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 169

30% less repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 561

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

Holders
1,275
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
MWM
701
Mission Wealth Management
California
$639K
CT
702
Caldwell Trust
Florida
$636K
SCTC
703
Sanibel Captiva Trust Company
Florida
$634K
MA
704
MJP Associates
Connecticut
$629K
SLI
705
Sumitomo Life Insurance
Japan
$629K
VC
706
VarCov Co
Connecticut
$628K
MG
707
Mather Group
Illinois
$623K
PE
708
PCM Encore
Colorado
$621K
DWM
709
Dynasty Wealth Management
Florida
$621K
MMG
710
Monetary Management Group
Missouri
$621K
RC
711
Roundview Capital
New Jersey
$618K
HNB
712
Huntington National Bank
Ohio
$616K
APW
713
Aventura Private Wealth
Florida
$609K
SCM
714
SCS Capital Management
Massachusetts
$605K
CIA
715
Choate Investment Advisors
Massachusetts
$605K
LOPW
716
Live Oak Private Wealth
North Carolina
$601K
SF
717
Sun Financial
Utah
$597K
FNBOO
718
First National Bank of Omaha
Nebraska
$596K
MA
719
Montag & Associates
Georgia
$595K
PFC
720
Phocas Financial Corp
California
$595K
AIP
721
Ameritas Investment Partners
Nebraska
$595K
PPWM
722
Paragon Private Wealth Management
Kentucky
$592K
RBWA
723
RFG - Bristol Wealth Advisors
Massachusetts
$591K
GAM
724
Generali Asset Management
Italy
$589K
FAMI
725
Fideuram Asset Management (Ireland)
$589K