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Arthur J. Gallagher & Co

1,239 hedge funds and large institutions have $49.6B 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, 471 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 → $49.6B (-$10.9B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,239
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
FCH
1326
Freestone Capital Holdings
Washington
VFA
1327
Values First Advisors
Tennessee
OFO
1328
OneAscent Family Office
Alabama
LAM
1329
Lifestyle Asset Management
Texas
SFO
1330
Stokes Family Office
Louisiana
CCWP
1331
Cedar Cove Wealth Partners
Minnesota
WFI
1332
West Family Investments
California
CPWA
1333
Cerro Pacific Wealth Advisors
California
WF
1334
WealthPoint Financial
North Carolina
KP
1335
Keel Point
Alabama
BMCM
1336
Burns Matteson Capital Management
New York
NSUP
1337
NLB Skladi upravljanje premozenja
SCP
1338
Sivia Capital Partners
California
PP
1339
PDS Planning
Ohio
BTWM
1340
Baker Tilly Wealth Management
Wisconsin
PIA
1341
Perennial Investment Advisors
California
KJHP
1342
K.J. Harrison & Partners
Ontario, Canada
PAS
1343
Parsonex Advisory Services
Colorado
OAS
1344
Optivise Advisory Services
Tennessee
AOWM
1345
Asset One Wealth Management
Washington
TNA
1346
True North Advisors
Texas
ONSWM
1347
Old North State Wealth Management
North Carolina
BA
1348
Bridgewater Advisors
New York
GWANC
1349
Guardian Wealth Advisors (North Carolina)
North Carolina
AIA
1350
AssuredPartners Investment Advisors
Florida