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Arthur J. Gallagher & Co

1,298 hedge funds and large institutions have $60.6B invested in Arthur J. Gallagher & Co in 2025 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 394 increasing their positions, 565 reducing their positions, and 172 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 first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $69.7B → $60.6B (-$9.1B)

30% less repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 565

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

Holders
1,298
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
AOWM
1001
Asset One Wealth Management
Washington
$237K
YAIA
1002
Yanni & Associates Investment Advisors
Pennsylvania
$235K
FSA
1003
Fort Sheridan Advisors
Illinois
$233K
FVWA
1004
Foster Victor Wealth Advisors
South Carolina
$233K
KFP
1005
Kerr Financial Planning
California
$232K
AAM
1006
Advisors Asset Management
Colorado
$231K
IP
1007
Ignite Planners
California
$229K
PPW
1008
Parcion Private Wealth
Washington
$229K
C
1009
Certuity
Florida
$227K
JFGIW
1010
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$226K
CWP
1011
Curated Wealth Partners
California
$224K
SHFA
1012
SC&H Financial Advisors
Maryland
$223K
FFO
1013
Fiduciary Family Office
Florida
$223K
VAG
1014
VisionPoint Advisory Group
Texas
$221K
AA
1015
Advisory Advocates
Michigan
$219K
FPL
1016
Fortress Private Ledger
North Carolina
$219K
RWA
1017
River Wealth Advisors
Pennsylvania
$218K
SPC
1018
Sigma Planning Corp
Michigan
$216K
NFG
1019
Nations Financial Group
Iowa
$215K
PFG
1020
Prosperity Financial Group
California
$214K
CFP
1021
Catalyst Financial Partners
Massachusetts
$213K
LFA
1022
Legacy Financial Advisors
Kentucky
$212K
WAL
1023
W Advisors LLC
Tennessee
$212K
CCA
1024
Childress Capital Advisors
Texas
$212K
BA
1025
Bridgewater Advisors
New York
$211K