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Arthur J. Gallagher & Co

1,322 hedge funds and large institutions have $69.6B invested in Arthur J. Gallagher & Co in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 503 increasing their positions, 484 reducing their positions, and 136 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:

3% less funds holding

Funds holding: 1,3681,322 (-46)

18% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 136

30% less funds holding in top 10

Funds holding in top 10: 3726 (-11)

Holders
1,322
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
CAMG
926
CWA Asset Management Group
Florida
$349K
KIA
927
KCM Investment Advisors
California
$349K
PP
928
PDS Planning
Ohio
$348K
HSA
929
HBK Sorce Advisory
Pennsylvania
$347K
PCH
930
PGIM Custom Harvest
New Jersey
$345K
VAG
931
VisionPoint Advisory Group
Texas
$345K
BMCM
932
Burns Matteson Capital Management
New York
$344K
EM
933
Excalibur Management
Massachusetts
$344K
CB
934
Cadence Bank
Mississippi
$343K
SFA
935
Souders Financial Advisors
Ohio
$343K
SP
936
Successful Portfolios
Florida
$342K
NAM
937
NTV Asset Management
West Virginia
$340K
GWP
938
Gen-Wealth Partners
Michigan
$339K
PIA
939
Perennial Investment Advisors
California
$337K
CPWA
940
Cerro Pacific Wealth Advisors
California
$337K
VFA
941
Values First Advisors
Tennessee
$335K
WBC
942
Westpac Banking Corp
Australia
$334K
FPL
943
Fortress Private Ledger
North Carolina
$334K
CCM
944
Cinctive Capital Management
New York
$333K
PFG
945
Prosperity Financial Group
California
$332K
ANBT
946
American National Bank & Trust
Texas
$332K
LFA
947
Legacy Financial Advisors
Kentucky
$332K
CWM
948
Cahaba Wealth Management
Georgia
$332K
SCP
949
Sivia Capital Partners
California
$330K
FBB
950
Fulton Breakefield Broenniman
Maryland
$327K