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Arthur J. Gallagher & Co

1,322 hedge funds and large institutions have $69.6B invested in Arthur J. Gallagher & Co in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 503 increasing their positions, 484 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

3% less funds holding

Funds holding: 1,3681,322 (-46)

18% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 136

30% less funds holding in top 10

Funds holding in top 10: 3726 (-11)

Holders
1,322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$242M
Puts
$113M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
1426
Mechanics Bank - Trust Department
California
EFG
1427
Elm3 Financial Group
Georgia
AWE
1428
Avidian Wealth Enterprises
Texas
GCP
1429
Garda Capital Partners
Minnesota
PF
1430
Phoenix Financial
Israel
IIC
1431
Ironwood Investment Counsel
Arizona
FG
1432
Foster Group
Iowa
CWM
1433
CarsonAllaria Wealth Management
Illinois
OWA
1434
Opal Wealth Advisors
New York
QL
1435
Quarry LP
New York
BCMLT
1436
Beacon Capital Management LLC (Tennessee)
Tennessee
HC
1437
Hoese & Co
Minnesota
BC
1438
Bayforest Capital
United Kingdom
KIM
1439
Kestra Investment Management
Texas
IFS
1440
Intelligent Financial Strategies
Minnesota
SNB
1441
Security National Bank
Nebraska
WTA
1442
Washington Trust Advisors
Massachusetts
SC
1443
Steph & Co
Wisconsin
TPWA
1444
Twin Peaks Wealth Advisors
California
BFPW
1445
BOK Financial Private Wealth
Colorado
GC
1446
GFG Capital
Florida
BFP
1447
Briaud Financial Planning
Texas
WCM
1448
WealthTrak Capital Management
Virginia
GGI
1449
Godsey & Gibb Inc
Virginia
RAM
1450
Riggs Asset Management
Pennsylvania