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Arthur J. Gallagher & Co

1,240 hedge funds and large institutions have $49.7B invested in Arthur J. Gallagher & Co in 2026 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 429 increasing their positions, 472 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

16% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 183

18% less capital invested

Capital invested by funds: $60.6B → $49.7B (-$10.9B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$174M
Puts
$71.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1326
Prelude Capital Management
New York
FCH
1327
Freestone Capital Holdings
Washington
VFA
1328
Values First Advisors
Tennessee
OFO
1329
OneAscent Family Office
Alabama
LAM
1330
Lifestyle Asset Management
Texas
SFO
1331
Stokes Family Office
Louisiana
CCWP
1332
Cedar Cove Wealth Partners
Minnesota
WFI
1333
West Family Investments
California
CPWA
1334
Cerro Pacific Wealth Advisors
California
WF
1335
WealthPoint Financial
North Carolina
KP
1336
Keel Point
Alabama
BMCM
1337
Burns Matteson Capital Management
New York
NSUP
1338
NLB Skladi upravljanje premozenja
SCP
1339
Sivia Capital Partners
California
PP
1340
PDS Planning
Ohio
BTWM
1341
Baker Tilly Wealth Management
Wisconsin
PIA
1342
Perennial Investment Advisors
California
KJHP
1343
K.J. Harrison & Partners
Ontario, Canada
PAS
1344
Parsonex Advisory Services
Colorado
OAS
1345
Optivise Advisory Services
Tennessee
AOWM
1346
Asset One Wealth Management
Washington
TNA
1347
True North Advisors
Texas
ONSWM
1348
Old North State Wealth Management
North Carolina
BA
1349
Bridgewater Advisors
New York
GWANC
1350
Guardian Wealth Advisors (North Carolina)
North Carolina