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Arthur J. Gallagher & Co

1,322 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, 503 increasing their positions, 484 reducing their positions, and 136 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: 1,3681,322 (-46)

18% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 136

30% less funds holding in top 10

Funds holding in top 10: 3726 (-11)

Holders
1,322
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
CAAS
826
Capital Asset Advisory Services
Michigan
$500K
AFA
827
AA Financial Advisors
Ohio
$500K
FFO
828
Fiduciary Family Office
Florida
$499K
NWMG
829
National Wealth Management Group
Ohio
$497K
IMRF
830
Illinois Municipal Retirement Fund
Illinois
$496K
LIA
831
LS Investment Advisors
Michigan
$496K
I
832
InceptionR
California
$494K
SWM
833
Spire Wealth Management
Virginia
$493K
TCB
834
Texas Capital Bancshares
Texas
$492K
CAM
835
Cozad Asset Management
Illinois
$491K
OC
836
Oakworth Capital
Alabama
$491K
OHWP
837
Oak Harbor Wealth Partners
North Carolina
$491K
EAM
838
Erste Asset Management
Austria
$486K
RCM
839
Raleigh Capital Management
North Carolina
$485K
NAS
840
Nicolet Advisory Services
Wisconsin
$485K
SRC
841
Shufro Rose & Co
New York
$483K
CP
842
CenterBook Partners
Connecticut
$483K
SAG
843
SageView Advisory Group
California
$482K
XT
844
XTX Topco
Cayman Islands
$482K
AFG
845
Atomi Financial Group
New York
$481K
JSW
846
Journey Strategic Wealth
New Jersey
$480K
APW
847
Austin Private Wealth
Texas
$478K
HPM
848
Hoxton Planning & Management
West Virginia
$477K
WWM
849
Western Wealth Management
Colorado
$470K
OF
850
Optimize Financial
California
$466K