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Arthur J. Gallagher & Co

1,313 hedge funds and large institutions have $69.5B invested in Arthur J. Gallagher & Co in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 501 increasing their positions, 477 reducing their positions, and 135 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:

4% less funds holding

Funds holding: 1,3641,313 (-51)

16% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 135

30% less funds holding in top 10

Funds holding in top 10: 3726 (-11)

Holders
1,313
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
WA
1076
Wealth Architects
California
$208K
BP
1077
BBR Partners
New York
$208K
WA
1078
Wealth Alliance
New York
$206K
GSEP
1079
Golden State Equity Partners
California
$205K
IIA
1080
ICW Investment Advisors
Arizona
$205K
DT
1081
Diversified Trust
Tennessee
$205K
VT
1082
Volterra Technologies
New York
$205K
EFG
1083
Everhart Financial Group
Ohio
$205K
MCM
1084
Mengis Capital Management
Oregon
$204K
GDP
1085
Great Diamond Partners
Maine
$204K
Fayez Sarofim & Co
1086
Fayez Sarofim & Co
Texas
$204K
BA
1087
Bridgewater Advisors
New York
$203K
SIM
1088
Sentry Investment Management
Wisconsin
$203K
SEIA
1089
Signature Estate & Investment Advisors
California
$203K
SF
1090
Symphony Financial
Texas
$202K
FFP
1091
FourThought Financial Partners
Florida
$202K
JSL
1092
JT Stratford LLC
Georgia
$202K
SG
1093
StoneX Group
New York
$201K
TPA
1094
Trivium Point Advisory
Connecticut
$201K
PPWP
1095
Premier Path Wealth Partners
New Jersey
$201K
MAWA
1096
Moss Adams Wealth Advisors
Washington
$201K
PK
1097
Pflug Koory
Nebraska
$201K
Acadian Asset Management
1098
Acadian Asset Management
Massachusetts
$197K
KFI
1099
Key Financial Inc
Pennsylvania
$196K
PFBT
1100
Parkside Financial Bank & Trust
Missouri
$195K