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Arthur J. Gallagher & Co

1,334 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, 508 increasing their positions, 487 reducing their positions, and 137 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: 1,3751,334 (-41)

18% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 137

30% less funds holding in top 10

Funds holding in top 10: 3726 (-11)

Holders
1,334
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
CWM
951
Cahaba Wealth Management
Georgia
$332K
SCP
952
Sivia Capital Partners
California
$330K
FBB
953
Fulton Breakefield Broenniman
Maryland
$327K
EIP
954
Epoch Investment Partners
New York
$326K
CFFP
955
Center for Financial Planning
Michigan
$326K
CCM
956
Carderock Capital Management
Maryland
$325K
RSC
957
Red Spruce Capital
Pennsylvania
$325K
CCIA
958
Cherry Creek Investment Advisors
Colorado
$325K
PWG
959
Portside Wealth Group
Utah
$325K
HKIMG
960
Hutchens & Kramer Investment Management Group
Indiana
$325K
FBFS
961
First Business Financial Services
Wisconsin
$321K
BTWM
962
Baker Tilly Wealth Management
Wisconsin
$320K
KA
963
KLCM Advisors
Wisconsin
$320K
PAS
964
Parsonex Advisory Services
Colorado
$319K
CHC
965
City Holding Co
West Virginia
$317K
AIA
966
AssuredPartners Investment Advisors
Florida
$315K
TCBWMS
967
Texas Capital Bank Wealth Management Services
Texas
$314K
MK
968
MASTERINVEST Kapitalanlage
$314K
CWIG
969
Chung Wu Investment Group
Texas
$313K
GT
970
Glenview Trust
Kentucky
$313K
FIA
971
Foundations Investment Advisors
Arizona
$312K
CAI
972
Capital Advisors Inc
Oklahoma
$311K
SBFM
973
S-Bank Fund Management
Finland
$310K
RC
974
RBF Capital
California
$310K
RFG
975
RFP Financial Group
Georgia
$310K