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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
TFA
976
Trinity Financial Advisors
Ohio
$310K
CFP
977
Catalyst Financial Partners
Massachusetts
$309K
GBT
978
Grove Bank & Trust
Florida
$307K
AP
979
Atwood & Palmer
Missouri
$306K
PWMAG
980
Pinnacle Wealth Management Advisory Group
New Jersey
$306K
CIA
981
Compass Ion Advisors
Pennsylvania
$306K
BJL
982
Brighton Jones LLC
Washington
$303K
CAM
983
Carret Asset Management
New York
$302K
CCFM
984
Clear Creek Financial Management
Washington
$301K
ECM
985
Evergreen Capital Management
Washington
$300K
NI
986
Natural Investments
California
$300K
BIA
987
Beacon Investment Advisors
Maryland
$299K
LWM
988
LongView Wealth Management
Georgia
$298K
JCM
989
Jacobi Capital Management
Pennsylvania
$295K
TBT
990
Texas Bank & Trust
Texas
$294K
OL
991
Optas LLC
Texas
$293K
IAIM
992
International Assets Investment Management
Florida
$290K
WAL
993
W Advisors LLC
Tennessee
$290K
Fisher Asset Management
994
Fisher Asset Management
Washington
$289K
IWA
995
IBEX Wealth Advisors
New Jersey
$288K
KFS
996
Kurt F. Somerville
$288K
IAG
997
Investmark Advisory Group
Connecticut
$288K
NB
998
Northwest Bancshares
Pennsylvania
$284K
GWANC
999
Guardian Wealth Advisors (North Carolina)
North Carolina
$279K
FSA
1000
Fort Sheridan Advisors
Illinois
$279K