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Arthur J. Gallagher & Co

1,322 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, 503 increasing their positions, 484 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: 1,3681,322 (-46)

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
1,322
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
TPA
1101
Trivium Point Advisory
Connecticut
$201K
PPWP
1102
Premier Path Wealth Partners
New Jersey
$201K
MAWA
1103
Moss Adams Wealth Advisors
Washington
$201K
PK
1104
Pflug Koory
Nebraska
$201K
Acadian Asset Management
1105
Acadian Asset Management
Massachusetts
$197K
KFI
1106
Key Financial Inc
Pennsylvania
$196K
PFBT
1107
Parkside Financial Bank & Trust
Missouri
$195K
MWPCG
1108
Measured Wealth Private Client Group
New Hampshire
$192K
RFA
1109
Reyes Financial Architecture
California
$186K
LI
1110
LRI Investments
Florida
$186K
OL
1111
OneFund LLC
Florida
$182K
GCM
1112
Gables Capital Management
Florida
$180K
SS
1113
SBI Securities
Japan
$176K
KA
1114
Kozak & Associates
Colorado
$175K
PB
1115
Pinnacle Bancorp
Nebraska
$168K
FHC
1116
First Horizon Corporation
Tennessee
$168K
FCT
1117
Family Capital Trust
Massachusetts
$163K
MSFP
1118
Mark Sheptoff Financial Planning
Connecticut
$157K
WBC
1119
West Branch Capital
Massachusetts
$156K
CA
1120
CoreCap Advisors
Michigan
$156K
CH
1121
Cromwell Holdings
Wyoming
$153K
CCC
1122
Chelsea Counsel Company
California
$147K
TCM
1123
TruNorth Capital Management
Michigan
$145K
PWM
1124
Proathlete Wealth Management
Florida
$145K
CSP
1125
Cary Street Partners
Virginia
$143K