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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
HPM
851
Hoxton Planning & Management
West Virginia
$477K
WWM
852
Western Wealth Management
Colorado
$470K
OF
853
Optimize Financial
California
$466K
LFA
854
Longview Financial Advisors
Alabama
$465K
FB
855
Fulton Bank
Pennsylvania
$465K
ACP
856
Aviance Capital Partners
Florida
$465K
BFO
857
Biltmore Family Office
North Carolina
$465K
WPA
858
West Paces Advisors
Georgia
$465K
HWA
859
Heritage Wealth Advisors
Virginia
$464K
ONSWM
860
Old North State Wealth Management
North Carolina
$464K
SWA
861
Stratos Wealth Advisors
Ohio
$463K
MWM
862
Modera Wealth Management
New Jersey
$461K
QWM
863
Quadcap Wealth Management
Texas
$459K
HAS
864
HBW Advisory Services
California
$455K
IFS
865
Ifrah Financial Services
Arkansas
$452K
TP
866
Tranquility Partners
Tennessee
$452K
CIAS
867
Capital Investment Advisory Services
North Carolina
$450K
KWM
868
Kingsview Wealth Management
Oregon
$448K
MYIA
869
Mount Yale Investment Advisors
Colorado
$447K
CW
870
CreativeOne Wealth
Kansas
$446K
CI
871
Conning Inc
Connecticut
$442K
TF
872
Tudor Financial
Ohio
$441K
AWA
873
Aaron Wealth Advisors
Illinois
$440K
AWCI
874
Alpine Woods Capital Investors
New York
$436K
PCM
875
Penserra Capital Management
California
$434K