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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
AAM
1001
Advisors Asset Management
Colorado
$231K
IP
1002
Ignite Planners
California
$229K
PPW
1003
Parcion Private Wealth
Washington
$229K
C
1004
Certuity
Florida
$227K
JFGIW
1005
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$226K
CWP
1006
Curated Wealth Partners
California
$224K
SHFA
1007
SC&H Financial Advisors
Maryland
$223K
FFO
1008
Fiduciary Family Office
Florida
$223K
VAG
1009
VisionPoint Advisory Group
Texas
$221K
FPL
1010
Fortress Private Ledger
North Carolina
$219K
RWA
1011
River Wealth Advisors
Pennsylvania
$218K
SPC
1012
Sigma Planning Corp
Michigan
$216K
NFG
1013
Nations Financial Group
Iowa
$215K
PFG
1014
Prosperity Financial Group
California
$214K
CFP
1015
Catalyst Financial Partners
Massachusetts
$213K
LFA
1016
Legacy Financial Advisors
Kentucky
$212K
WAL
1017
W Advisors LLC
Tennessee
$212K
CCA
1018
Childress Capital Advisors
Texas
$212K
BA
1019
Bridgewater Advisors
New York
$211K
WSFS
1020
Wilmington Savings Fund Society
Delaware
$210K
PFA
1021
Pure Financial Advisors
California
$209K
OFS
1022
OneAscent Financial Services
Alabama
$209K
1IA
1023
1620 Investment Advisors
Massachusetts
$209K
BAM
1024
BOS Asset Management
Illinois
$209K
PFBT
1025
Parkside Financial Bank & Trust
Missouri
$208K