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Arthur J. Gallagher & Co

1,285 hedge funds and large institutions have $60.5B invested in Arthur J. Gallagher & Co in 2025 Q4 according to their latest regulatory filings, with 151 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
1,285
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
IWM
1201
IMG Wealth Management
Florida
$7.5K
LIA
1202
Luken Investment Analytics
Tennessee
$7.5K
CAL
1203
Capital Analysts LLC
Pennsylvania
$7K
RF
1204
Robbins Farley
New Hampshire
$6.99K
GWM
1205
Greenline Wealth Management
Florida
$6.58K
TM
1206
Torren Management
California
$6.51K
RWM
1207
RMG Wealth Management
Wisconsin
$6.21K
PWMG
1208
Private Wealth Management Group
New Jersey
$6.21K
HFS
1209
Hughes Financial Services
Virginia
$6.21K
AW
1210
Avion Wealth
Texas
$6K
IIM
1211
IFC & Insurance Marketing
California
$6K
EWM
1212
Evolution Wealth Management
Florida
$5.95K
AF
1213
Alerus Financial
North Dakota
$5.69K
LFA
1214
LGT Financial Advisors
Texas
$5.5K
HFS
1215
Horizon Financial Services
North Carolina
$5.43K
WA
1216
Whipplewood Advisors
Colorado
$5.43K
NSG
1217
Nalls Sherbakoff Group
Tennessee
$5.22K
S
1218
Sachetta
Massachusetts
$5.18K
BLC
1219
Brown, Lisle/Cummings
Rhode Island
$5.18K
JGCM
1220
Joseph Group Capital Management
Ohio
$5.18K
LB
1221
Legacy Bridge
Iowa
$4.92K
DWM
1222
Dogwood Wealth Management
Kansas
$4.92K
TPBG
1223
Turning Point Benefit Group
Maryland
$4.66K
LWMI
1224
Legacy Wealth Management (Idaho)
Idaho
$4.4K
VWA
1225
Valued Wealth Advisors
Utah
$4.15K