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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
BHWM
1276
Bay Harbor Wealth Management
Maryland
$3.41K
BIM
1277
Breakwater Investment Management
Washington
$3.1K
EPIM
1278
Evelyn Partners Investment Management
$3.1K
TWD
1279
True Wealth Design
Ohio
$2.99K
BAM
1280
Bellevue Asset Management
Washington
$2.48K
OCM
1281
Orion Capital Management
California
$2.17K
PWA
1282
Provenance Wealth Advisors
Florida
$2.17K
WPA
1283
Wealth Preservation Advisors
Tennessee
$2.17K
HFM
1284
Harvest Fund Management
China
$2K
SFCL
1285
Strengthening Families & Communities LLC
Massachusetts
$1.86K
WW
1286
Winnow Wealth
Texas
$1.86K
TFM
1287
TFC Financial Management
Massachusetts
$1.86K
LIM
1288
Longfellow Investment Management
Massachusetts
$1.86K
WA
1289
WestEnd Advisors
North Carolina
$1.86K
FCAS
1290
First Command Advisory Services
Texas
$1.86K
CAC
1291
Core Alternative Capital
Georgia
$1.86K
WOC
1292
West Oak Capital
California
$1.47K
QWM
1293
Quaker Wealth Management
New Jersey
$1.24K
HIA
1294
HFM Investment Advisors
New Jersey
$1.24K
DWA
1295
Delos Wealth Advisors
Texas
$1.24K
PP
1296
PFS Partners
New Jersey
$1.24K
AT
1297
Avalon Trust
New Mexico
$1.24K
CMP
1298
Coston McIsaac & Partners
Maine
$1K
ACA
1299
American Capital Advisory
Idaho
$930
RPA
1300
Redwood Park Advisors
California
$930