AJG icon

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
LFP
726
Leeward Financial Partners
Washington
$588K
FWMP
727
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$588K
GWMR
728
GC Wealth Management RIA
Massachusetts
$587K
KPWS
729
Kestra Private Wealth Services
Texas
$585K
PCS
730
Personal CFO Solutions
New Jersey
$579K
MA
731
Mutual Advisors
Nebraska
$576K
TCBWMS
732
Texas Capital Bank Wealth Management Services
Texas
$575K
AG
733
AlTi Global
New York
$571K
HIC
734
Hartline Investment Corp
Illinois
$567K
SAM
735
Smartleaf Asset Management
Massachusetts
$566K
VSQM
736
V-Square Quantitative Management
Illinois
$564K
SSA
737
Shepherd Street Advisors
California
$560K
HIA
738
Harbor Investment Advisory
Maryland
$558K
CG
739
Clifford Group
Massachusetts
$558K
TNAM
740
Terra Nova Asset Management
New York
$556K
GC
741
Garde Capital
Washington
$554K
SB
742
Simmons Bank
Arkansas
$553K
PFA
743
Pathway Financial Advisors
Vermont
$552K
ST
744
Smithfield Trust
Pennsylvania
$549K
ZBNA
745
Zions Bancorporation, National Association
Utah
$549K
NAM
746
NorthCrest Asset Manangement
Minnesota
$548K
EI
747
Ellevest Inc
New York
$548K
CTA
748
Colonial Trust Advisors
South Carolina
$546K
ISL
749
Ingalls & Snyder LLC
New York
$546K
CFG
750
Carr Financial Group
Massachusetts
$545K