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Arthur J. Gallagher & Co

941 hedge funds and large institutions have $34.9B invested in Arthur J. Gallagher & Co in 2023 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 376 increasing their positions, 302 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+26
Holders Change %
+2.84%
% of All Funds
15.06%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.61%
New
116
Increased
376
Reduced
302
Closed
72
Calls
$60.1M
Puts
$61M
Net Calls
-$875K
Net Calls Change
-$26.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MYIA
701
Mount Yale Investment Advisors
Colorado
$316K +$316K +1,653 New
RFO
702
RiverGlades Family Offices
Florida
$315K
SWP
703
Strategic Wealth Partners
Ohio
$314K +$8.99K +47 +3%
LFG
704
Lockerman Financial Group
California
$312K
HNB
705
Huntington National Bank
Ohio
$310K -$2.3K -12 -0.7%
CB
706
Cadence Bank
Mississippi
$309K
SB
707
Simmons Bank
Arkansas
$308K +$765 +4 +0.2%
Verition Fund Management
708
Verition Fund Management
Connecticut
$307K -$357K -1,867 -54%
LIA
709
LS Investment Advisors
Michigan
$306K
CWAG
710
Compton Wealth Advisory Group
Virginia
$304K -$13K -68 -4%
AF
711
Advisornet Financial
Minnesota
$303K -$13.8K -72 -4%
IP
712
Ignite Planners
California
$302K +$36.8K +188 +14%
BTWM
713
Baker Tilly Wealth Management
Wisconsin
$301K +$301K +1,575 New
EI
714
Ellevest Inc
New York
$300K -$8.42K -44 -3%
ACA
715
Aptus Capital Advisors
Alabama
$296K +$16.3K +85 +6%
DWM
716
Drive Wealth Management
Utah
$291K +$41.1K +215 +16%
PA
717
Pinnacle Associates
New York
$291K -$9.57K -50 -3%
CAM
718
Cresset Asset Management
Illinois
$290K -$141K -737 -33%
KPWS
719
Kestra Private Wealth Services
Texas
$290K +$42.7K +223 +17%
OWM
720
OneAscent Wealth Management
Alabama
$289K +$289K +1,513 New
QCG
721
Quadrant Capital Group
Ohio
$287K -$5.74K -30 -2%
EWM
722
Empirical Wealth Management
Washington
$287K +$30.6K +160 +12%
HWM
723
HB Wealth Management
Georgia
$287K -$375K -1,958 -57%
HWA
724
Heritage Wealth Advisors
Virginia
$287K
WI
725
Wintrust Investments
Illinois
$286K +$55.4K +290 +24%