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Arthur J. Gallagher & Co

1,275 hedge funds and large institutions have $60.3B invested in Arthur J. Gallagher & Co in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 390 increasing their positions, 561 reducing their positions, and 169 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 capital invested

Capital invested by funds: $ → $

14% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 169

30% less repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 561

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

Holders
1,275
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
SP
926
Successful Portfolios
Florida
$294K
SPWG
927
Syntegra Private Wealth Group
Missouri
$293K
SWM
928
SeaCrest Wealth Management
New York
$293K
PGFC
929
Peapack-Gladstone Financial Corp
New Jersey
$292K
EM
930
Excalibur Management
Massachusetts
$287K
SWM
931
Spire Wealth Management
Virginia
$283K
SFA
932
Souders Financial Advisors
Ohio
$283K
KP
933
Keel Point
Alabama
$283K
PCH
934
PGIM Custom Harvest
New Jersey
$283K
MSWM
935
Mowery & Schoenfeld Wealth Management
Illinois
$281K
JSSH
936
J. Safra Sarasin Holding
$280K
ANBT
937
American National Bank & Trust
Texas
$280K
WBC
938
Westpac Banking Corp
Australia
$279K
BMCM
939
Burns Matteson Capital Management
New York
$279K
CWM
940
Cahaba Wealth Management
Georgia
$278K
NSUP
941
NLB Skladi upravljanje premozenja
$277K
SCP
942
Sivia Capital Partners
California
$276K
PP
943
PDS Planning
Ohio
$275K
HKIMG
944
Hutchens & Kramer Investment Management Group
Indiana
$275K
BTWM
945
Baker Tilly Wealth Management
Wisconsin
$274K
BIA
946
Beacon Investment Advisors
Maryland
$273K
RSC
947
Red Spruce Capital
Pennsylvania
$272K
CCIA
948
Cherry Creek Investment Advisors
Colorado
$272K
PIA
949
Perennial Investment Advisors
California
$272K
TC
950
Trust Company
Kansas
$270K