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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
LWM
976
LongView Wealth Management
Georgia
$255K
NI
977
Natural Investments
California
$255K
CIA
978
Compass Ion Advisors
Pennsylvania
$254K
AA
979
Alta Advisers
United Kingdom
$253K
CG
980
Corundum Group
Colorado
$253K
CAM
981
Carret Asset Management
New York
$252K
PWMAG
982
Pinnacle Wealth Management Advisory Group
New Jersey
$249K
TWC
983
TD Waterhouse Canada
Ontario, Canada
$246K
TNA
984
True North Advisors
Texas
$246K
TBT
985
Texas Bank & Trust
Texas
$246K
PFM
986
Patton Fund Management
Texas
$246K
VCA
987
Verdence Capital Advisors
Maryland
$245K
ONSWM
988
Old North State Wealth Management
North Carolina
$245K
TFA
989
Transamerica Financial Advisors
Florida
$244K
GWANC
990
Guardian Wealth Advisors (North Carolina)
North Carolina
$242K
IAG
991
Investmark Advisory Group
Connecticut
$241K
AIA
992
AssuredPartners Investment Advisors
Florida
$241K
HR
993
Howe & Rusling
New York
$238K
NB
994
Northwest Bancshares
Pennsylvania
$237K
IWN
995
Independent Wealth Network
Iowa
$237K
AOWM
996
Asset One Wealth Management
Washington
$237K
YAIA
997
Yanni & Associates Investment Advisors
Pennsylvania
$235K
FSA
998
Fort Sheridan Advisors
Illinois
$233K
FVWA
999
Foster Victor Wealth Advisors
South Carolina
$233K
KFP
1000
Kerr Financial Planning
California
$232K