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Arthur J. Gallagher & Co

1,284 hedge funds and large institutions have $60.5B invested in Arthur J. Gallagher & Co in 2025 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 391 increasing their positions, 564 reducing their positions, and 171 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 first-time investments, than exits

New positions opened: | Existing positions closed:

13% less capital invested

Capital invested by funds: $69.6B → $60.5B (-$9.1B)

31% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 564

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

Holders
1,284
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
GM
801
GeoWealth Management
Illinois
$451K
JCM
802
Jacobi Capital Management
Pennsylvania
$450K
OWP
803
Obermeyer Wealth Partners
Colorado
$450K
APW
804
Austin Private Wealth
Texas
$449K
RIL
805
Rothschild Investment LLC
Illinois
$445K
OBAM
806
ODDO BHF Asset Management
France
$440K
RT
807
Rockland Trust
Massachusetts
$440K
AFA
808
AA Financial Advisors
Ohio
$436K
CA
809
Commerzbank Aktiengesellschaft
Germany
$435K
MIM
810
Miller Investment Management
Pennsylvania
$433K
BCWM
811
Bartlett & Co Wealth Management
Ohio
$432K
AWA
812
Aaron Wealth Advisors
Illinois
$430K
PIM
813
Plato Investment Management
Australia
$430K
CP
814
Clarendon Private
Massachusetts
$426K
PTC
815
Private Trust Company
Ohio
$421K
WWM
816
Wolff Wiese Magana
California
$420K
FCBT
817
First Citizens Bank & Trust
North Carolina
$419K
BRWA
818
B. Riley Wealth Advisors
Florida
$419K
SW
819
SteelPeak Wealth
California
$418K
PMSA
820
Patrick M. Sweeney & Associates
Illinois
$417K
Two Sigma Investments
821
Two Sigma Investments
New York
$415K
BP
822
Ballentine Partners
Massachusetts
$415K
DWM
823
Drive Wealth Management
Utah
$414K
LIA
824
LS Investment Advisors
Michigan
$414K
NAS
825
Nicolet Advisory Services
Wisconsin
$411K