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Arthur J. Gallagher & Co

1,240 hedge funds and large institutions have $49.7B invested in Arthur J. Gallagher & Co in 2026 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 429 increasing their positions, 472 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

16% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 183

18% less capital invested

Capital invested by funds: $60.6B → $49.7B (-$10.9B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$174M
Puts
$71.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
801
Advisors Asset Management
Colorado
$363K
MIM
802
Miller Investment Management
Pennsylvania
$362K
LFP
803
Leeward Financial Partners
Washington
$361K
PIM
804
Plato Investment Management
Australia
$358K
QWP
805
Quotient Wealth Partners
Texas
$357K
PMSA
806
Patrick M. Sweeney & Associates
Illinois
$356K
SW
807
SteelPeak Wealth
California
$352K
FMI
808
Frec Markets Inc
California
$352K
CSPIA
809
Cary Street Partners Investment Advisory
Virginia
$350K
CAAS
810
Capital Asset Advisory Services
Michigan
$347K
LIA
811
LS Investment Advisors
Michigan
$347K
CC
812
Carlson Capital
Texas
$347K
IIM
813
Intact Investment Management
Quebec, Canada
$347K
BCWM
814
Bartlett & Co Wealth Management
Ohio
$346K
PTC
815
Private Trust Company
Ohio
$344K
AFG
816
Atomi Financial Group
New York
$344K
OC
817
Oakworth Capital
Alabama
$343K
HSA
818
HBK Sorce Advisory
Pennsylvania
$343K
PWM
819
Perigon Wealth Management
California
$342K
OFS
820
OneAscent Financial Services
Alabama
$342K
RIG
821
RiverFront Investment Group
Virginia
$339K
RCM
822
Raleigh Capital Management
North Carolina
$338K
PCM
823
Polymer Capital Management
New York
$336K
BWP
824
Balboa Wealth Partners
Arizona
$336K
EI
825
Ellevest Inc
New York
$336K