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
CFFP
901
Center for Financial Planning
Michigan
$317K
Koshinski Asset Management
902
Koshinski Asset Management
Illinois
$315K
FIA
903
Foundations Investment Advisors
Arizona
$314K
HPM
904
Hoxton Planning & Management
West Virginia
$314K
MPWT
905
MassMutual Private Wealth & Trust
Connecticut
$313K
FMI
906
Frec Markets Inc
California
$313K
MB
907
MidFirst Bank
Oklahoma
$313K
API
908
Asset Planning Inc
California
$312K
OFO
909
OneAscent Family Office
Alabama
$312K
PPC
910
Park Place Capital
Alabama
$310K
ST
911
Spinnaker Trust
Maine
$309K
PWP
912
Principle Wealth Partners
Connecticut
$309K
LAM
913
Lifestyle Asset Management
Texas
$308K
SP
914
SmartHarvest Portfolios
Washington
$307K
WIC
915
Wilkins Investment Counsel
Massachusetts
$307K
SFO
916
Stokes Family Office
Louisiana
$307K
GT
917
Glenview Trust
Kentucky
$306K
CCWP
918
Cedar Cove Wealth Partners
Minnesota
$306K
FBB
919
Fulton Breakefield Broenniman
Maryland
$304K
WFI
920
West Family Investments
California
$304K
SLWA
921
San Luis Wealth Advisors
California
$303K
CIC
922
Carnegie Investment Counsel
Ohio
$303K
GWP
923
Gen-Wealth Partners
Michigan
$302K
Los Angeles Capital Management
924
Los Angeles Capital Management
California
$302K
CPWA
925
Cerro Pacific Wealth Advisors
California
$299K