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Arthur J. Gallagher & Co

1,322 hedge funds and large institutions have $69.6B invested in Arthur J. Gallagher & Co in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 503 increasing their positions, 484 reducing their positions, and 136 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:

3% less funds holding

Funds holding: 1,3681,322 (-46)

18% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 136

30% less funds holding in top 10

Funds holding in top 10: 3726 (-11)

Holders
1,322
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
Q1WB
1276
Quest 10 Wealth Builders
Virginia
$5.88K
T
1277
Tidemark
California
$5.58K
IWM
1278
IMG Wealth Management
Florida
$5.27K
VWA
1279
Valued Wealth Advisors
Utah
$4.99K
NWM
1280
Nova Wealth Management
Florida
$4.96K
RWA
1281
Redmont Wealth Advisors
Illinois
$4.65K
SIS
1282
Sound Income Strategies
Florida
$4.53K
TFG
1283
Team Financial Group
California
$4.52K
AFG
1284
Albion Financial Group
Utah
$4.03K
CWM
1285
Cranbrook Wealth Management
Michigan
$4.03K
MAS
1286
MPWM Advisory Solutions
Georgia
$3.72K
CMBA
1287
C.M. Bidwell & Associates
Hawaii
$3.72K
BHWM
1288
Bay Harbor Wealth Management
Maryland
$3.41K
BIM
1289
Breakwater Investment Management
Washington
$3.1K
EPIM
1290
Evelyn Partners Investment Management
$3.1K
TWD
1291
True Wealth Design
Ohio
$2.99K
BAM
1292
Bellevue Asset Management
Washington
$2.48K
PWA
1293
Provenance Wealth Advisors
Florida
$2.17K
OCM
1294
Orion Capital Management
California
$2.17K
WPA
1295
Wealth Preservation Advisors
Tennessee
$2.17K
HFM
1296
Harvest Fund Management
China
$2K
SFCL
1297
Strengthening Families & Communities LLC
Massachusetts
$1.86K
WW
1298
Winnow Wealth
Texas
$1.86K
TFM
1299
TFC Financial Management
Massachusetts
$1.86K
LIM
1300
Longfellow Investment Management
Massachusetts
$1.86K