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Arthur J. Gallagher & Co

1,359 hedge funds and large institutions have $72.6B invested in Arthur J. Gallagher & Co in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 555 increasing their positions, 474 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

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

more ownership

Funds ownership:

1% more funds holding

Funds holding: 1,3411,359 (+18)

6% less capital invested

Capital invested by funds: $77.2B → $72.6B (-$4.6B)

24% less funds holding in top 10

Funds holding in top 10: 4937 (-12)

Holders
1,359
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$164M
Puts
$148M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
526
Provident Wealth Management
Tennessee
$2.5M
V
527
VeraBank
Texas
$2.5M
CIA
528
Concurrent Investment Advisors
Florida
$2.49M
HIS
529
Harvest Investment Services
Illinois
$2.49M
TI
530
Tidal Investments
Wisconsin
$2.47M
TAM
531
Trillium Asset Management
Massachusetts
$2.47M
OAC
532
OMERS Administration Corp
Ontario, Canada
$2.47M
B
533
Bailard
California
$2.46M
SFI
534
Siemens Fonds Invest
Germany
$2.46M
QC
535
Quantessence Capital
New York
$2.42M
ASN
536
Advisory Services Network
Georgia
$2.41M
BRCM
537
Bright Rock Capital Management
Massachusetts
$2.4M
OIA
538
OneDigital Investment Advisors
Kansas
$2.4M
WANY
539
Wealthspire Advisors (New York)
New York
$2.39M
GC
540
Guggenheim Capital
Illinois
$2.39M
BPAMU
541
BTG Pactual Asset Management US
New York
$2.38M
PWPS
542
Pinnacle Wealth Planning Services
Ohio
$2.37M
AT
543
Arlington Trust
Alabama
$2.36M
GC
544
Grimes & Company
Massachusetts
$2.33M
ECM
545
Everence Capital Management
Indiana
$2.32M
AWA
546
Arkadios Wealth Advisors
Georgia
$2.31M
PCIA
547
Prime Capital Investment Advisors
Kansas
$2.31M
RA
548
RFG Advisory
Alabama
$2.31M
I
549
InceptionR
California
$2.3M
CCM
550
Cox Capital Management
Massachusetts
$2.27M