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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
APP
776
Avantax Planning Partners
Iowa
$485K
CSPIA
777
Cary Street Partners Investment Advisory
Virginia
$485K
NP
778
NorthRock Partners
Minnesota
$484K
RSWM
779
Robertson Stephens Wealth Management
California
$481K
AAP
780
Arax Advisory Partners
Colorado
$480K
LCWP
781
Legacy Capital Wealth Partners
Arkansas
$476K
CAM
782
Cozad Asset Management
Illinois
$475K
MCCP
783
Mission Creek Capital Partners
California
$475K
FCP
784
Fidelis Capital Partners
Florida
$474K
HCM
785
Howard Capital Management
Georgia
$472K
OHWP
786
Oak Harbor Wealth Partners
North Carolina
$469K
LS
787
Livforsakringsbolaget Skandia
Sweden
$467K
ACS
788
Archford Capital Strategies
Illinois
$467K
ILI
789
Invesco LLC (Illinois)
Illinois
$460K
TWP
790
Tyche Wealth Partners
Texas
$459K
MSS
791
Mitchell Sinkler & Starr
Pennsylvania
$455K
MSWM
792
McGlone Suttner Wealth Management
Wisconsin
$454K
SCM
793
Shelton Capital Management
Colorado
$454K
BCAM
794
Boston Common Asset Management
Massachusetts
$452K
DAS
795
Dynamic Advisor Solutions
Arizona
$451K
GM
796
GeoWealth Management
Illinois
$451K
JCM
797
Jacobi Capital Management
Pennsylvania
$450K
OWP
798
Obermeyer Wealth Partners
Colorado
$450K
APW
799
Austin Private Wealth
Texas
$449K
RIL
800
Rothschild Investment LLC
Illinois
$445K