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
WFP
926
Wrenne Financial Planning
Kentucky
$299K
BFO
927
Boston Family Office
Massachusetts
$298K
WF
928
WealthPoint Financial
North Carolina
$297K
KIA
929
KCM Investment Advisors
California
$296K
RC
930
Resolute Capital
South Carolina
$295K
SP
931
Successful Portfolios
Florida
$294K
SPWG
932
Syntegra Private Wealth Group
Missouri
$293K
SWM
933
SeaCrest Wealth Management
New York
$293K
PGFC
934
Peapack-Gladstone Financial Corp
New Jersey
$292K
EM
935
Excalibur Management
Massachusetts
$287K
SWM
936
Spire Wealth Management
Virginia
$283K
SFA
937
Souders Financial Advisors
Ohio
$283K
KP
938
Keel Point
Alabama
$283K
PCH
939
PGIM Custom Harvest
New Jersey
$283K
MSWM
940
Mowery & Schoenfeld Wealth Management
Illinois
$281K
JSSH
941
J. Safra Sarasin Holding
$280K
ANBT
942
American National Bank & Trust
Texas
$280K
WBC
943
Westpac Banking Corp
Australia
$279K
BMCM
944
Burns Matteson Capital Management
New York
$279K
CWM
945
Cahaba Wealth Management
Georgia
$278K
NSUP
946
NLB Skladi upravljanje premozenja
$277K
SCP
947
Sivia Capital Partners
California
$276K
PP
948
PDS Planning
Ohio
$275K
HKIMG
949
Hutchens & Kramer Investment Management Group
Indiana
$275K
BTWM
950
Baker Tilly Wealth Management
Wisconsin
$274K