AJG icon

Arthur J. Gallagher & Co

1,334 hedge funds and large institutions have $69.6B invested in Arthur J. Gallagher & Co in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 508 increasing their positions, 487 reducing their positions, and 137 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:

3% less funds holding

Funds holding: 1,3751,334 (-41)

18% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 137

30% less funds holding in top 10

Funds holding in top 10: 3726 (-11)

Holders
1,334
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
VFA
801
Valeo Financial Advisors
Indiana
$555K
MSS
802
Mitchell Sinkler & Starr
Pennsylvania
$554K
CI
803
CX Institutional
Indiana
$552K
SF
804
Summit Financial
New Jersey
$550K
GM
805
GeoWealth Management
Illinois
$550K
MSWM
806
McGlone Suttner Wealth Management
Wisconsin
$549K
OWP
807
Obermeyer Wealth Partners
Colorado
$545K
SCM
808
Shelton Capital Management
Colorado
$544K
BCAM
809
Boston Common Asset Management
Massachusetts
$541K
CPC
810
Cookson Peirce & Co
Pennsylvania
$538K
QIM
811
Quantitative Investment Management
Virginia
$538K
NPT
812
Nixon Peabody Trust
Massachusetts
$534K
ILI
813
Invesco LLC (Illinois)
Illinois
$534K
EI
814
Ellevest Inc
New York
$533K
CA
815
Commerzbank Aktiengesellschaft
Germany
$521K
PMSA
816
Patrick M. Sweeney & Associates
Illinois
$519K
DWM
817
Drive Wealth Management
Utah
$518K
MIM
818
Miller Investment Management
Pennsylvania
$518K
OWM
819
OneAscent Wealth Management
Alabama
$515K
BCWM
820
Bartlett & Co Wealth Management
Ohio
$515K
RIL
821
Rothschild Investment LLC
Illinois
$513K
PWM
822
Perigon Wealth Management
California
$511K
SFS
823
Sowell Financial Services
Arkansas
$510K
PIM
824
Plato Investment Management
Australia
$508K
MFIM
825
Mesirow Financial Investment Management
Illinois
$503K