AJG icon

Arthur J. Gallagher & Co

1,284 hedge funds and large institutions have $60.5B invested in Arthur J. Gallagher & Co in 2025 Q4 according to their latest regulatory filings, with 150 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
1,284
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
SWM
1226
SHP Wealth Management
Massachusetts
$3.89K
RWA
1227
Redmont Wealth Advisors
Illinois
$3.88K
AFC
1228
Ares Financial Consulting
California
$3.88K
SIS
1229
Sound Income Strategies
Florida
$3.88K
TFG
1230
Team Financial Group
California
$3.78K
HHCP
1231
Hilton Head Capital Partners
South Carolina
$3.62K
AFG
1232
Albion Financial Group
Utah
$3.37K
CWM
1233
Cranbrook Wealth Management
Michigan
$3.37K
T
1234
Tidemark
California
$3.36K
BHWM
1235
Bay Harbor Wealth Management
Maryland
$3.36K
CMBA
1236
C.M. Bidwell & Associates
Hawaii
$3.1K
MAS
1237
MPWM Advisory Solutions
Georgia
$3.1K
CAL
1238
Capital Advisors Ltd
Ohio
$3K
LIM
1239
Longfellow Investment Management
Massachusetts
$2.85K
AG
1240
AmeriFlex Group
Nevada
$2.59K
HWP
1241
Highline Wealth Partners
California
$2.59K
EPIM
1242
Evelyn Partners Investment Management
$2.59K
IBOK
1243
Independence Bank of Kentucky
Kentucky
$2.33K
BIM
1244
Breakwater Investment Management
Washington
$2.07K
PWA
1245
Principia Wealth Advisory
Texas
$2.07K
BAM
1246
Bellevue Asset Management
Washington
$2.07K
WA
1247
WestEnd Advisors
North Carolina
$2.07K
BWM
1248
Benson Wealth Management
Tennessee
$2.07K
TWD
1249
True Wealth Design
Ohio
$1.81K
PWA
1250
Provenance Wealth Advisors
Florida
$1.81K