AJG icon

Arthur J. Gallagher & Co

1,364 hedge funds and large institutions have $72.6B invested in Arthur J. Gallagher & Co in 2025 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 556 increasing their positions, 474 reducing their positions, and 102 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 funds holding

Funds holding:

1.31% more ownership

Funds ownership: 87.55%88.86% (+1.3%)

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
1,364
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
I
551
InceptionR
California
$2.3M
CCM
552
Cox Capital Management
Massachusetts
$2.27M
MNBTD
553
Moody National Bank Trust Division
Texas
$2.25M
AI
554
Atom Investors
Texas
$2.24M
AWM
555
Axxcess Wealth Management
California
$2.23M
MYLI
556
Meiji Yasuda Life Insurance
Japan
$2.21M
AWM
557
AE Wealth Management
Kansas
$2.21M
IWM
558
Iams Wealth Management
Nebraska
$2.19M
LFP
559
Leeward Financial Partners
Washington
$2.18M
OC
560
Oppenheimer & Co
New York
$2.18M
SAM
561
Shell Asset Management
Netherlands
$2.16M
KRSITF
562
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.14M
VWM
563
VCI Wealth Management
Missouri
$2.14M
CWG
564
C WorldWide Group
Denmark
$2.1M
SIA
565
Schear Investment Advisers
Ohio
$2.08M
CWM
566
Cabot Wealth Management
Massachusetts
$2.05M
EWA
567
EP Wealth Advisors
California
$2.04M
SI
568
Stephens Inc
Arkansas
$2.01M
JWCA
569
J.W. Cole Advisors
Florida
$2M
QCG
570
Quadrant Capital Group
Ohio
$1.95M
FRA
571
Frank Rimerman Advisors
California
$1.93M
AW
572
Alteri Wealth
California
$1.89M
DI
573
Disciplined Investments
Oklahoma
$1.87M
O
574
Ossiam
France
$1.87M
KeyBank National Association
575
KeyBank National Association
Ohio
$1.84M