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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
OIS
701
Okabena Investment Services
Minnesota
$646K
CI
702
Cigna Investments
Connecticut
$645K
AI
703
Atom Investors
Texas
$642K
MWM
704
Mission Wealth Management
California
$639K
CT
705
Caldwell Trust
Florida
$636K
SCTC
706
Sanibel Captiva Trust Company
Florida
$634K
MA
707
MJP Associates
Connecticut
$629K
SLI
708
Sumitomo Life Insurance
Japan
$629K
VC
709
VarCov Co
Connecticut
$628K
MG
710
Mather Group
Illinois
$623K
PE
711
PCM Encore
Colorado
$621K
DWM
712
Dynasty Wealth Management
Florida
$621K
MMG
713
Monetary Management Group
Missouri
$621K
RC
714
Roundview Capital
New Jersey
$618K
HNB
715
Huntington National Bank
Ohio
$616K
APW
716
Aventura Private Wealth
Florida
$609K
SCM
717
SCS Capital Management
Massachusetts
$605K
CIA
718
Choate Investment Advisors
Massachusetts
$605K
LOPW
719
Live Oak Private Wealth
North Carolina
$601K
SF
720
Sun Financial
Utah
$597K
FNBOO
721
First National Bank of Omaha
Nebraska
$596K
MA
722
Montag & Associates
Georgia
$595K
PFC
723
Phocas Financial Corp
California
$595K
AIP
724
Ameritas Investment Partners
Nebraska
$595K
PPWM
725
Paragon Private Wealth Management
Kentucky
$592K