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Arthur J. Gallagher & Co

1,314 hedge funds and large institutions have $69.5B invested in Arthur J. Gallagher & Co in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 501 increasing their positions, 477 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

4% less funds holding

Funds holding: 1,3641,314 (-50)

16% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 135

30% less funds holding in top 10

Funds holding in top 10: 3726 (-11)

Holders
1,314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$242M
Puts
$113M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
776
SteelPeak Wealth
California
$592K
BWP
777
Balboa Wealth Partners
Arizona
$589K
BS
778
Banco Santander
Spain
$587K
NCM
779
Northside Capital Management
Oregon
$586K
HIA
780
Harbor Investment Advisory
Maryland
$583K
APP
781
Avantax Planning Partners
Iowa
$581K
WWM
782
Wolff Wiese Magana
California
$580K
SB
783
Simmons Bank
Arkansas
$575K
ACG
784
Allen Capital Group
Nebraska
$572K
Capstone Investment Advisors
785
Capstone Investment Advisors
New York
$571K
HCM
786
Howard Capital Management
Georgia
$562K
ACS
787
Archford Capital Strategies
Illinois
$562K
P
788
Pitcairn
Pennsylvania
$559K
LS
789
Livforsakringsbolaget Skandia
Sweden
$559K
DAS
790
Dynamic Advisor Solutions
Arizona
$557K
SWP
791
Sagespring Wealth Partners
Tennessee
$557K
TWC
792
TD Waterhouse Canada
Ontario, Canada
$556K
VFA
793
Valeo Financial Advisors
Indiana
$555K
MSS
794
Mitchell Sinkler & Starr
Pennsylvania
$554K
CI
795
CX Institutional
Indiana
$552K
SF
796
Summit Financial
New Jersey
$550K
GM
797
GeoWealth Management
Illinois
$550K
MSWM
798
McGlone Suttner Wealth Management
Wisconsin
$549K
OWP
799
Obermeyer Wealth Partners
Colorado
$545K
SCM
800
Shelton Capital Management
Colorado
$544K