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Arthur J. Gallagher & Co

1,310 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, 499 increasing their positions, 476 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: 1,3631,310 (-53)

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
1,310
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
ST
901
Spinnaker Trust
Maine
$370K
LAM
902
L2 Asset Management
Massachusetts
$370K
OFO
903
OneAscent Family Office
Alabama
$369K
PWP
904
Principle Wealth Partners
Connecticut
$369K
CIC
905
Carnegie Investment Counsel
Ohio
$369K
WIC
906
Wilkins Investment Counsel
Massachusetts
$367K
MWM
907
Moran Wealth Management
Florida
$367K
SLWA
908
San Luis Wealth Advisors
California
$363K
LAM
909
Lifestyle Asset Management
Texas
$361K
PWM
910
Prosperity Wealth Management
California
$360K
OHWA
911
Oak Hill Wealth Advisors
Virginia
$359K
WFP
912
Wrenne Financial Planning
Kentucky
$358K
BFO
913
Boston Family Office
Massachusetts
$356K
SIA
914
Strategic Investment Advisors
Michigan
$354K
MHC
915
Meyer Handelman Company
New York
$350K
CAMG
916
CWA Asset Management Group
Florida
$349K
KIA
917
KCM Investment Advisors
California
$349K
PP
918
PDS Planning
Ohio
$348K
HSA
919
HBK Sorce Advisory
Pennsylvania
$347K
PCH
920
PGIM Custom Harvest
New Jersey
$345K
VAG
921
VisionPoint Advisory Group
Texas
$345K
BMCM
922
Burns Matteson Capital Management
New York
$344K
EM
923
Excalibur Management
Massachusetts
$344K
CB
924
Cadence Bank
Mississippi
$343K
SFA
925
Souders Financial Advisors
Ohio
$343K