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Arthur J. Gallagher & Co

1,285 hedge funds and large institutions have $60.5B invested in Arthur J. Gallagher & Co in 2025 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 391 increasing their positions, 564 reducing their positions, and 171 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 funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

13% less capital invested

Capital invested by funds: $69.6B → $60.5B (-$9.1B)

31% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 564

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

Holders
1,285
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
EFS
1401
Essex Financial Services
Connecticut
FCG
1402
Fielder Capital Group
Tennessee
RZH
1403
Relyea Zuckerberg Hanson
Connecticut
DOA
1404
D'Orazio & Associates
Virginia
FFA
1405
Fragasso Financial Advisors
Pennsylvania
KCIC
1406
Kuhn & Co Investment Counsel
Illinois
GHA
1407
GW Henssler & Associates
Georgia
BP
1408
BBR Partners
New York
WA
1409
Wealth Architects
California
FAM
1410
Formidable Asset Management
Ohio
WA
1411
Wealth Alliance
New York
GSEP
1412
Golden State Equity Partners
California
EFG
1413
Everhart Financial Group
Ohio
DT
1414
Diversified Trust
Tennessee
VT
1415
Volterra Technologies
New York
MCM
1416
Mengis Capital Management
Oregon
GDP
1417
Great Diamond Partners
Maine
Fayez Sarofim & Co
1418
Fayez Sarofim & Co
Texas
SF
1419
Symphony Financial
Texas
SEIA
1420
Signature Estate & Investment Advisors
California
FFP
1421
FourThought Financial Partners
Florida
JSL
1422
JT Stratford LLC
Georgia
PPWP
1423
Premier Path Wealth Partners
New Jersey
TPA
1424
Trivium Point Advisory
Connecticut
MAWA
1425
Moss Adams Wealth Advisors
Washington