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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
FC
701
Farringdon Capital
United Kingdom
$965K
SS
702
Sunbelt Securities
Texas
$961K
WLG
703
Williamson Legacy Group
Indiana
$956K
HBT
704
Heartland Bank & Trust
Illinois
$944K
OIS
705
OneAscent Investment Solutions
Alabama
$943K
MT
706
Midwest Trust
Kansas
$941K
OAM
707
Occidental Asset Management
California
$940K
CSIC
708
Clifford Swan Investment Counsel
California
$936K
MSWM
709
Master's Wealth Management
Pennsylvania
$933K
DADC
710
D.A. Davidson & Co
Montana
$926K
VT
711
Vise Technologies
New York
$923K
ATS
712
Ashton Thomas Securities
New York
$918K
TAM
713
Trust Asset Management
Texas
$917K
WB
714
Webster Bank
Connecticut
$912K
NC
715
NewSquare Capital
Pennsylvania
$909K
RWP
716
RWA Wealth Partners
Massachusetts
$904K
GIA
717
Guyasuta Investment Advisors
Pennsylvania
$896K
DS
718
DRW Securities
Illinois
$890K
MA
719
MJP Associates
Connecticut
$889K
AA
720
Advisory Alpha
Michigan
$888K
PNC
721
Park National Corp
Ohio
$884K
ECM
722
ExodusPoint Capital Management
New York
$878K
FTWA
723
Fifth Third Wealth Advisors
Ohio
$877K
WDC
724
Woodward Diversified Capital
California
$874K
SF
725
Summit Financial
New Jersey
$874K