AJG icon

Arthur J. Gallagher & Co

1,334 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, 508 increasing their positions, 487 reducing their positions, and 137 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: 1,3751,334 (-41)

18% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 137

30% less funds holding in top 10

Funds holding in top 10: 3726 (-11)

Holders
1,334
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
BIM
1301
Breakwater Investment Management
Washington
$3.1K
EPIM
1302
Evelyn Partners Investment Management
$3.1K
TWD
1303
True Wealth Design
Ohio
$2.99K
BAM
1304
Bellevue Asset Management
Washington
$2.48K
OCM
1305
Orion Capital Management
California
$2.17K
PWA
1306
Provenance Wealth Advisors
Florida
$2.17K
WPA
1307
Wealth Preservation Advisors
Tennessee
$2.17K
HFM
1308
Harvest Fund Management
China
$2K
SFCL
1309
Strengthening Families & Communities LLC
Massachusetts
$1.86K
WW
1310
Winnow Wealth
Texas
$1.86K
TFM
1311
TFC Financial Management
Massachusetts
$1.86K
LIM
1312
Longfellow Investment Management
Massachusetts
$1.86K
WA
1313
WestEnd Advisors
North Carolina
$1.86K
CAC
1314
Core Alternative Capital
Georgia
$1.86K
FCAS
1315
First Command Advisory Services
Texas
$1.86K
WOC
1316
West Oak Capital
California
$1.47K
QWM
1317
Quaker Wealth Management
New Jersey
$1.24K
DWA
1318
Delos Wealth Advisors
Texas
$1.24K
HIA
1319
HFM Investment Advisors
New Jersey
$1.24K
AT
1320
Avalon Trust
New Mexico
$1.24K
PP
1321
PFS Partners
New Jersey
$1.24K
CMP
1322
Coston McIsaac & Partners
Maine
$1K
ACA
1323
American Capital Advisory
Idaho
$930
RPA
1324
Redwood Park Advisors
California
$930
NFSG
1325
Newbridge Financial Services Group
Florida
$929