AJG icon

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
SWA
876
Stratos Wealth Advisors
Ohio
$345K
TCOV
877
Trust Company of Vermont
Vermont
$344K
VW
878
Vantus Wealth
Pennsylvania
$341K
IP
879
Indivisible Partners
Florida
$340K
AFG
880
Atomi Financial Group
New York
$338K
QWM
881
Quadcap Wealth Management
Texas
$337K
HI
882
Harbour Investments
Wisconsin
$336K
FB
883
Fulton Bank
Pennsylvania
$336K
RW
884
Ridgeline Wealth
Arizona
$335K
GKFF
885
George Kaiser Family Foundation
Oklahoma
$334K
PCM
886
Prelude Capital Management
New York
$332K
LAM
887
L2 Asset Management
Massachusetts
$332K
BAM
888
Berkshire Asset Management
Pennsylvania
$330K
TAM
889
Tucker Asset Management
Colorado
$330K
KCM
890
Kathmere Capital Management
Pennsylvania
$328K
GI
891
GAMCO Investors
Connecticut
$328K
BIM
892
Bridges Investment Management
Nebraska
$327K
JSW
893
Journey Strategic Wealth
New Jersey
$327K
HPC
894
HM Payson & Co
Maine
$324K
RMCM
895
Reynders McVeigh Capital Management
Massachusetts
$324K
AWM
896
Angeles Wealth Management
California
$323K
FCH
897
Freestone Capital Holdings
Washington
$321K
VFA
898
Values First Advisors
Tennessee
$320K
RBC
899
Roble Belko & Company
Pennsylvania
$319K
FMLI
900
Fukoku Mutual Life Insurance
Japan
$317K