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Arthur J. Gallagher & Co

1,275 hedge funds and large institutions have $60.3B invested in Arthur J. Gallagher & Co in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 390 increasing their positions, 561 reducing their positions, and 169 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 capital invested

Capital invested by funds: $ → $

14% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 169

30% less repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 561

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

Holders
1,275
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
CPC
851
Cookson Peirce & Co
Pennsylvania
$365K
CW
852
CreativeOne Wealth
Kansas
$364K
SAI
853
Savvy Advisors Inc
New York
$363K
ANTB
854
AMG National Trust Bank
Colorado
$362K
SRC
855
Shufro Rose & Co
New York
$362K
I2I
856
Insight 2811 Inc
Illinois
$362K
CIM
857
Catalyst Investment Management
New Hampshire
$362K
PCM
858
Penserra Capital Management
California
$362K
AWCI
859
Alpine Woods Capital Investors
New York
$361K
E
860
Evansbrook
Illinois
$360K
PIM
861
Provident Investment Management
Michigan
$360K
VFA
862
Valeo Financial Advisors
Indiana
$360K
LSPW
863
Lake Street Private Wealth
Illinois
$359K
SFS
864
Sowell Financial Services
Arkansas
$358K
GVAG
865
Great Valley Advisor Group
Delaware
$354K
SB
866
Strategic Blueprint
Georgia
$354K
PWM
867
Perigon Wealth Management
California
$353K
AF
868
Advisornet Financial
Minnesota
$350K
TTWM
869
TCV Trust & Wealth Management
Virginia
$348K
DIA
870
Dana Investment Advisors
Wisconsin
$347K
SWA
871
Stratos Wealth Advisors
Ohio
$345K
TCOV
872
Trust Company of Vermont
Vermont
$344K
VW
873
Vantus Wealth
Pennsylvania
$341K
IP
874
Indivisible Partners
Florida
$340K
AFG
875
Atomi Financial Group
New York
$338K