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Arthur J. Gallagher & Co

1,332 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, 507 increasing their positions, 487 reducing their positions, and 136 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: 1,3721,332 (-40)

18% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 136

30% less funds holding in top 10

Funds holding in top 10: 3726 (-11)

Holders
1,332
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
OFS
1026
OneAscent Financial Services
Alabama
$250K
KFP
1027
Kerr Financial Planning
California
$249K
DFP
1028
Defined Financial Planning
California
$246K
IWM
1029
IHT Wealth Management
Illinois
$245K
4WM
1030
44 Wealth Management
Oregon
$242K
NG
1031
Norden Group
Utah
$242K
KFS
1032
Kelly Financial Services
Massachusetts
$241K
AL
1033
Aspiriant LLC
California
$239K
ACM
1034
Advisors Capital Management
New Jersey
$239K
TCWA
1035
Turtle Creek Wealth Advisors
Texas
$238K
GFP
1036
Gryphon Financial Partners
Ohio
$238K
MCM
1037
Morton Capital Management
California
$236K
VIM
1038
Vinva Investment Management
Australia
$236K
MPI
1039
Mairs & Power Inc
Minnesota
$235K
PFA
1040
Pure Financial Advisors
California
$235K
EGM
1041
Engineers Gate Manager
New York
$234K
FW
1042
FullCircle Wealth
Texas
$234K
RPWA
1043
Regent Peak Wealth Advisors
Georgia
$233K
ICM
1044
Intrepid Capital Management
Florida
$232K
ET
1045
Equitable Trust
Tennessee
$232K
CIAM
1046
Caitong International Asset Management
Hong Kong
$231K
SFO
1047
Stokes Family Office
Louisiana
$230K
TC
1048
Trust Company
Kansas
$230K
WTB
1049
Washington Trust Bank
Washington
$229K
KNFPWM
1050
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$228K