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Arthur J. Gallagher & Co

1,314 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, 501 increasing their positions, 477 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: 1,3641,314 (-50)

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
1,314
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
HWA
851
Heritage Wealth Advisors
Virginia
$464K
ONSWM
852
Old North State Wealth Management
North Carolina
$464K
SWA
853
Stratos Wealth Advisors
Ohio
$463K
MWM
854
Modera Wealth Management
New Jersey
$461K
QWM
855
Quadcap Wealth Management
Texas
$459K
HAS
856
HBW Advisory Services
California
$455K
IFS
857
Ifrah Financial Services
Arkansas
$452K
TP
858
Tranquility Partners
Tennessee
$452K
CIAS
859
Capital Investment Advisory Services
North Carolina
$450K
KWM
860
Kingsview Wealth Management
Oregon
$448K
MYIA
861
Mount Yale Investment Advisors
Colorado
$447K
CW
862
CreativeOne Wealth
Kansas
$446K
CI
863
Conning Inc
Connecticut
$442K
TF
864
Tudor Financial
Ohio
$441K
AWA
865
Aaron Wealth Advisors
Illinois
$440K
AWCI
866
Alpine Woods Capital Investors
New York
$436K
PCM
867
Penserra Capital Management
California
$434K
I2I
868
Insight 2811 Inc
Illinois
$434K
BIM
869
Bridges Investment Management
Nebraska
$433K
LSPW
870
Lake Street Private Wealth
Illinois
$430K
FCM
871
FJ Capital Management
Virginia
$425K
RWA
872
River Wealth Advisors
Pennsylvania
$423K
MPWT
873
MassMutual Private Wealth & Trust
Connecticut
$422K
AF
874
Advisornet Financial
Minnesota
$419K
SWM
875
SeaCrest Wealth Management
New York
$417K