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Arthur J. Gallagher & Co

1,310 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, 499 increasing their positions, 476 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: 1,3631,310 (-53)

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
1,310
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
NPT
801
Nixon Peabody Trust
Massachusetts
$534K
ILI
802
Invesco LLC (Illinois)
Illinois
$534K
EI
803
Ellevest Inc
New York
$533K
CA
804
Commerzbank Aktiengesellschaft
Germany
$521K
PMSA
805
Patrick M. Sweeney & Associates
Illinois
$519K
DWM
806
Drive Wealth Management
Utah
$518K
MIM
807
Miller Investment Management
Pennsylvania
$518K
OWM
808
OneAscent Wealth Management
Alabama
$515K
BCWM
809
Bartlett & Co Wealth Management
Ohio
$515K
RIL
810
Rothschild Investment LLC
Illinois
$513K
PWM
811
Perigon Wealth Management
California
$511K
SFS
812
Sowell Financial Services
Arkansas
$510K
PIM
813
Plato Investment Management
Australia
$508K
MFIM
814
Mesirow Financial Investment Management
Illinois
$503K
TC
815
TownSquare Capital
Utah
$503K
Los Angeles Capital Management
816
Los Angeles Capital Management
California
$502K
ANTB
817
AMG National Trust Bank
Colorado
$501K
CAAS
818
Capital Asset Advisory Services
Michigan
$500K
AFA
819
AA Financial Advisors
Ohio
$500K
FFO
820
Fiduciary Family Office
Florida
$499K
NWMG
821
National Wealth Management Group
Ohio
$497K
IMRF
822
Illinois Municipal Retirement Fund
Illinois
$496K
LIA
823
LS Investment Advisors
Michigan
$496K
I
824
InceptionR
California
$494K
SWM
825
Spire Wealth Management
Virginia
$493K