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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
SP
926
Successful Portfolios
Florida
$342K
NAM
927
NTV Asset Management
West Virginia
$340K
GWP
928
Gen-Wealth Partners
Michigan
$339K
PIA
929
Perennial Investment Advisors
California
$337K
CPWA
930
Cerro Pacific Wealth Advisors
California
$337K
VFA
931
Values First Advisors
Tennessee
$335K
WBC
932
Westpac Banking Corp
Australia
$334K
FPL
933
Fortress Private Ledger
North Carolina
$334K
CCM
934
Cinctive Capital Management
New York
$333K
PFG
935
Prosperity Financial Group
California
$332K
ANBT
936
American National Bank & Trust
Texas
$332K
LFA
937
Legacy Financial Advisors
Kentucky
$332K
CWM
938
Cahaba Wealth Management
Georgia
$332K
SCP
939
Sivia Capital Partners
California
$330K
FBB
940
Fulton Breakefield Broenniman
Maryland
$327K
EIP
941
Epoch Investment Partners
New York
$326K
CFFP
942
Center for Financial Planning
Michigan
$326K
CCM
943
Carderock Capital Management
Maryland
$325K
RSC
944
Red Spruce Capital
Pennsylvania
$325K
CCIA
945
Cherry Creek Investment Advisors
Colorado
$325K
PWG
946
Portside Wealth Group
Utah
$325K
HKIMG
947
Hutchens & Kramer Investment Management Group
Indiana
$325K
FBFS
948
First Business Financial Services
Wisconsin
$321K
BTWM
949
Baker Tilly Wealth Management
Wisconsin
$320K
KA
950
KLCM Advisors
Wisconsin
$320K