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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
HI
901
Harbour Investments
Wisconsin
$373K
API
902
Asset Planning Inc
California
$373K
MSWM
903
Mowery & Schoenfeld Wealth Management
Illinois
$373K
ST
904
Spinnaker Trust
Maine
$370K
LAM
905
L2 Asset Management
Massachusetts
$370K
OFO
906
OneAscent Family Office
Alabama
$369K
PWP
907
Principle Wealth Partners
Connecticut
$369K
CIC
908
Carnegie Investment Counsel
Ohio
$369K
WIC
909
Wilkins Investment Counsel
Massachusetts
$367K
MWM
910
Moran Wealth Management
Florida
$367K
SLWA
911
San Luis Wealth Advisors
California
$363K
LAM
912
Lifestyle Asset Management
Texas
$361K
PWM
913
Prosperity Wealth Management
California
$360K
OHWA
914
Oak Hill Wealth Advisors
Virginia
$359K
WFP
915
Wrenne Financial Planning
Kentucky
$358K
BFO
916
Boston Family Office
Massachusetts
$356K
SIA
917
Strategic Investment Advisors
Michigan
$354K
MHC
918
Meyer Handelman Company
New York
$350K
CAMG
919
CWA Asset Management Group
Florida
$349K
KIA
920
KCM Investment Advisors
California
$349K
PP
921
PDS Planning
Ohio
$348K
HSA
922
HBK Sorce Advisory
Pennsylvania
$347K
PCH
923
PGIM Custom Harvest
New Jersey
$345K
VAG
924
VisionPoint Advisory Group
Texas
$345K
BMCM
925
Burns Matteson Capital Management
New York
$344K