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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
EM
926
Excalibur Management
Massachusetts
$344K
CB
927
Cadence Bank
Mississippi
$343K
SFA
928
Souders Financial Advisors
Ohio
$343K
SP
929
Successful Portfolios
Florida
$342K
NAM
930
NTV Asset Management
West Virginia
$340K
GWP
931
Gen-Wealth Partners
Michigan
$339K
PIA
932
Perennial Investment Advisors
California
$337K
CPWA
933
Cerro Pacific Wealth Advisors
California
$337K
VFA
934
Values First Advisors
Tennessee
$335K
WBC
935
Westpac Banking Corp
Australia
$334K
FPL
936
Fortress Private Ledger
North Carolina
$334K
CCM
937
Cinctive Capital Management
New York
$333K
PFG
938
Prosperity Financial Group
California
$332K
ANBT
939
American National Bank & Trust
Texas
$332K
LFA
940
Legacy Financial Advisors
Kentucky
$332K
CWM
941
Cahaba Wealth Management
Georgia
$332K
SCP
942
Sivia Capital Partners
California
$330K
FBB
943
Fulton Breakefield Broenniman
Maryland
$327K
EIP
944
Epoch Investment Partners
New York
$326K
CFFP
945
Center for Financial Planning
Michigan
$326K
CCM
946
Carderock Capital Management
Maryland
$325K
RSC
947
Red Spruce Capital
Pennsylvania
$325K
CCIA
948
Cherry Creek Investment Advisors
Colorado
$325K
PWG
949
Portside Wealth Group
Utah
$325K
HKIMG
950
Hutchens & Kramer Investment Management Group
Indiana
$325K