AJG icon

Arthur J. Gallagher & Co

1,310 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, 499 increasing their positions, 476 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: 1,3631,310 (-53)

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
1,310
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
BWL
1201
Bogart Wealth LLC
Virginia
$29K
IW
1202
Imprint Wealth
South Carolina
$26K
BOJHT
1203
Bank of Jackson Hole Trust
Wyoming
$25.1K
BHWM
1204
Beaird Harris Wealth Management
Texas
$24.5K
SIC
1205
Salem Investment Counselors
North Carolina
$24.5K
PSB
1206
Piscataqua Savings Bank
New Hampshire
$23.2K
JWA
1207
JFS Wealth Advisors
Pennsylvania
$22.9K
HNW
1208
High Note Wealth
Minnesota
$22.6K
GWSA
1209
Global Wealth Strategies & Associates
Colorado
$21.7K
WWA
1210
Wealth Watch Advisors
Colorado
$20.8K
UCB
1211
United Community Bank
South Carolina
$20.4K
ADL
1212
Asset Dedication LLC
California
$20.4K
RWM
1213
Rialto Wealth Management
New York
$19.8K
SC
1214
SouthState Corp
Florida
$19.5K
CT
1215
Clearstead Trust
Maine
$19.2K
MAM
1216
Meeder Asset Management
Ohio
$18.3K
HBW
1217
Hazlett, Burt & Watson
West Virginia
$18K
AAS
1218
Ameritas Advisory Services
Nebraska
$18K
HHMI
1219
Howard Hughes Medical Institute
Maryland
$17K
HFS
1220
Horizon Financial Services
North Carolina
$16.4K
PSFG
1221
Park Square Financial Group
Georgia
$15.5K
WA
1222
Westfuller Advisors
New York
$15.3K
WFA
1223
West Financial Advisors
Iowa
$15K
KFP
1224
Keener Financial Planning
Texas
$15K
EWM
1225
Evolution Wealth Management
Florida
$14.9K