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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
MWPCG
1101
Measured Wealth Private Client Group
New Hampshire
$192K
RFA
1102
Reyes Financial Architecture
California
$186K
LI
1103
LRI Investments
Florida
$186K
OL
1104
OneFund LLC
Florida
$182K
GCM
1105
Gables Capital Management
Florida
$180K
SS
1106
SBI Securities
Japan
$176K
KA
1107
Kozak & Associates
Colorado
$175K
PB
1108
Pinnacle Bancorp
Nebraska
$168K
FHC
1109
First Horizon Corporation
Tennessee
$168K
FCT
1110
Family Capital Trust
Massachusetts
$163K
MSFP
1111
Mark Sheptoff Financial Planning
Connecticut
$157K
WBC
1112
West Branch Capital
Massachusetts
$156K
CA
1113
CoreCap Advisors
Michigan
$156K
CH
1114
Cromwell Holdings
Wyoming
$153K
CCC
1115
Chelsea Counsel Company
California
$147K
TCM
1116
TruNorth Capital Management
Michigan
$145K
PWM
1117
Proathlete Wealth Management
Florida
$145K
CSP
1118
Cary Street Partners
Virginia
$143K
CYG
1119
Clean Yield Group
Vermont
$140K
SSG
1120
Summit Securities Group
New York
$137K
CCA
1121
Catalyst Capital Advisors
New York
$134K
AAM
1122
Advisors Asset Management
Colorado
$134K
GFWA
1123
Grey Fox Wealth Advisors
Delaware
$129K
BSB
1124
Bangor Savings Bank
Maine
$128K
LFG
1125
Larson Financial Group
Missouri
$124K