AJG icon

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
CCC
1426
Chelsea Counsel Company
California
TCM
1427
TruNorth Capital Management
Michigan
CCA
1428
Catalyst Capital Advisors
New York
GFWA
1429
Grey Fox Wealth Advisors
Delaware
JWM
1430
JPL Wealth Management
Colorado
TIM
1431
Tortoise Investment Management
New York
TFGT
1432
TS Financial Group (TSFG)
Illinois
SCA
1433
Stuart Chaussee & Associates
California
RA
1434
Rise Advisors
New York
FLP
1435
Financial Life Planners
Arizona
CB
1436
Centennial Bank
Arkansas
EPW
1437
Evergreen Private Wealth
Colorado
SIC
1438
Salem Investment Counselors
North Carolina
PPA
1439
Painted Porch Advisors
California
AAS
1440
Ameritas Advisory Services
Nebraska
KFP
1441
Keener Financial Planning
Texas
AWM
1442
Activest Wealth Management
Florida
MTIC
1443
Missouri Trust & Investment Company
Missouri
QPBE
1444
Quintet Private Bank (Europe)
Luxembourg
TCM
1445
TD Capital Management
Tennessee
PAM
1446
Palisade Asset Management
Minnesota
CCM
1447
Cloud Capital Management
Washington
HWM
1448
HighMark Wealth Management
Minnesota
Q1WB
1449
Quest 10 Wealth Builders
Virginia
HFM
1450
Harvest Fund Management
China