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Arthur J. Gallagher & Co

1,227 hedge funds and large institutions have $49.6B invested in Arthur J. Gallagher & Co in 2026 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 423 increasing their positions, 468 reducing their positions, and 180 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: 151 | Existing positions closed: 180

18% less capital invested

Capital invested by funds: $60.6B → $49.6B (-$10.9B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,227
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
PP
1326
PDS Planning
Ohio
BTWM
1327
Baker Tilly Wealth Management
Wisconsin
PIA
1328
Perennial Investment Advisors
California
KJHP
1329
K.J. Harrison & Partners
Ontario, Canada
PAS
1330
Parsonex Advisory Services
Colorado
OAS
1331
Optivise Advisory Services
Tennessee
AOWM
1332
Asset One Wealth Management
Washington
TNA
1333
True North Advisors
Texas
ONSWM
1334
Old North State Wealth Management
North Carolina
BA
1335
Bridgewater Advisors
New York
GWANC
1336
Guardian Wealth Advisors (North Carolina)
North Carolina
AIA
1337
AssuredPartners Investment Advisors
Florida
NB
1338
Northwest Bancshares
Pennsylvania
IWN
1339
Independent Wealth Network
Iowa
YAIA
1340
Yanni & Associates Investment Advisors
Pennsylvania
FSA
1341
Fort Sheridan Advisors
Illinois
PPW
1342
Parcion Private Wealth
Washington
C
1343
Certuity
Florida
CWP
1344
Curated Wealth Partners
California
SHFA
1345
SC&H Financial Advisors
Maryland
FFO
1346
Fiduciary Family Office
Florida
VAG
1347
VisionPoint Advisory Group
Texas
AA
1348
Advisory Advocates
Michigan
FPL
1349
Fortress Private Ledger
North Carolina
RWA
1350
River Wealth Advisors
Pennsylvania