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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
HWM
1201
Hemington Wealth Management
Virginia
$30K
EPW
1202
Evergreen Private Wealth
Colorado
$29.7K
TC
1203
Truvestments Capital
Florida
$29.1K
BWL
1204
Bogart Wealth LLC
Virginia
$29K
IW
1205
Imprint Wealth
South Carolina
$26K
BOJHT
1206
Bank of Jackson Hole Trust
Wyoming
$25.1K
BHWM
1207
Beaird Harris Wealth Management
Texas
$24.5K
SIC
1208
Salem Investment Counselors
North Carolina
$24.5K
PSB
1209
Piscataqua Savings Bank
New Hampshire
$23.2K
JWA
1210
JFS Wealth Advisors
Pennsylvania
$22.9K
HNW
1211
High Note Wealth
Minnesota
$22.6K
GWSA
1212
Global Wealth Strategies & Associates
Colorado
$21.7K
WWA
1213
Wealth Watch Advisors
Colorado
$20.8K
UCB
1214
United Community Bank
South Carolina
$20.4K
ADL
1215
Asset Dedication LLC
California
$20.4K
RWM
1216
Rialto Wealth Management
New York
$19.8K
SC
1217
SouthState Corp
Florida
$19.5K
CT
1218
Clearstead Trust
Maine
$19.2K
MAM
1219
Meeder Asset Management
Ohio
$18.3K
HBW
1220
Hazlett, Burt & Watson
West Virginia
$18K
AAS
1221
Ameritas Advisory Services
Nebraska
$18K
HHMI
1222
Howard Hughes Medical Institute
Maryland
$17K
HFS
1223
Horizon Financial Services
North Carolina
$16.4K
PSFG
1224
Park Square Financial Group
Georgia
$15.5K
WA
1225
Westfuller Advisors
New York
$15.3K