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Arthur J. Gallagher & Co

1,284 hedge funds and large institutions have $60.5B invested in Arthur J. Gallagher & Co in 2025 Q4 according to their latest regulatory filings, with 150 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
1,284
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
FCG
1401
Fielder Capital Group
Tennessee
RZH
1402
Relyea Zuckerberg Hanson
Connecticut
DOA
1403
D'Orazio & Associates
Virginia
FFA
1404
Fragasso Financial Advisors
Pennsylvania
KCIC
1405
Kuhn & Co Investment Counsel
Illinois
GHA
1406
GW Henssler & Associates
Georgia
BP
1407
BBR Partners
New York
WA
1408
Wealth Architects
California
FAM
1409
Formidable Asset Management
Ohio
WA
1410
Wealth Alliance
New York
GSEP
1411
Golden State Equity Partners
California
VT
1412
Volterra Technologies
New York
DT
1413
Diversified Trust
Tennessee
EFG
1414
Everhart Financial Group
Ohio
GDP
1415
Great Diamond Partners
Maine
MCM
1416
Mengis Capital Management
Oregon
Fayez Sarofim & Co
1417
Fayez Sarofim & Co
Texas
SEIA
1418
Signature Estate & Investment Advisors
California
SF
1419
Symphony Financial
Texas
FFP
1420
FourThought Financial Partners
Florida
JSL
1421
JT Stratford LLC
Georgia
PPWP
1422
Premier Path Wealth Partners
New Jersey
TPA
1423
Trivium Point Advisory
Connecticut
MAWA
1424
Moss Adams Wealth Advisors
Washington
CCC
1425
Chelsea Counsel Company
California