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Arthur J. Gallagher & Co

1,293 hedge funds and large institutions have $60.6B invested in Arthur J. Gallagher & Co in 2025 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 393 increasing their positions, 564 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $69.6B → $60.6B (-$9.06B)

30% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 564

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

Holders
1,293
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$146M
Puts
$109M
Net Calls
Net Calls Change

Top Sellers

1 -$317M
2 -$242M
3 -$225M
4
Morgan Stanley
Morgan Stanley
New York
-$215M
5
DZ Bank
DZ Bank
Germany
-$206M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1351
Integrated Wealth Concepts
Massachusetts
MWM
1352
Moran Wealth Management
Florida
SIA
1353
Strategic Investment Advisors
Michigan
MHC
1354
Meyer Handelman Company
New York
CCM
1355
Cinctive Capital Management
New York
EIP
1356
Epoch Investment Partners
New York
CCM
1357
Carderock Capital Management
Maryland
PWG
1358
Portside Wealth Group
Utah
IFG
1359
Independent Financial Group
California
CWIG
1360
Chung Wu Investment Group
Texas
BJL
1361
Brighton Jones LLC
Washington
CCFM
1362
Clear Creek Financial Management
Washington
ECM
1363
Evergreen Capital Management
Washington
OL
1364
Optas LLC
Texas
IA
1365
Invested Advisors
Pennsylvania
IWA
1366
IBEX Wealth Advisors
New Jersey
KFS
1367
Kurt F. Somerville
CGL
1368
Clarius Group LLC
Washington
WF
1369
Wayfinding Financial
Washington
GSAM
1370
Grant Street Asset Management
Pennsylvania
B
1371
Bellecapital
Switzerland
ONB
1372
Old National Bancorp
Indiana
VBA
1373
von Borstel & Associates
Oregon
WB
1374
WesBanco Bank
West Virginia
KWM
1375
KW Wealth Management
California