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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
HSA
851
HBK Sorce Advisory
Pennsylvania
$369K
TF
852
Tudor Financial
Ohio
$369K
HAS
853
HBW Advisory Services
California
$368K
BC
854
Burney Company
Virginia
$367K
KWM
855
Kingsview Wealth Management
Oregon
$367K
CPC
856
Cookson Peirce & Co
Pennsylvania
$365K
CW
857
CreativeOne Wealth
Kansas
$364K
SAI
858
Savvy Advisors Inc
New York
$363K
ANTB
859
AMG National Trust Bank
Colorado
$362K
I2I
860
Insight 2811 Inc
Illinois
$362K
SRC
861
Shufro Rose & Co
New York
$362K
CIM
862
Catalyst Investment Management
New Hampshire
$362K
PCM
863
Penserra Capital Management
California
$362K
AWCI
864
Alpine Woods Capital Investors
New York
$361K
E
865
Evansbrook
Illinois
$360K
PIM
866
Provident Investment Management
Michigan
$360K
VFA
867
Valeo Financial Advisors
Indiana
$360K
LSPW
868
Lake Street Private Wealth
Illinois
$359K
SFS
869
Sowell Financial Services
Arkansas
$358K
GVAG
870
Great Valley Advisor Group
Delaware
$354K
SB
871
Strategic Blueprint
Georgia
$354K
PWM
872
Perigon Wealth Management
California
$353K
AF
873
Advisornet Financial
Minnesota
$350K
TTWM
874
TCV Trust & Wealth Management
Virginia
$348K
DIA
875
Dana Investment Advisors
Wisconsin
$347K