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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
FAM
701
Fulcrum Asset Management
United Kingdom
$953K
HBT
702
Heartland Bank & Trust
Illinois
$944K
OIS
703
OneAscent Investment Solutions
Alabama
$943K
MT
704
Midwest Trust
Kansas
$941K
OAM
705
Occidental Asset Management
California
$940K
CSIC
706
Clifford Swan Investment Counsel
California
$936K
MSWM
707
Master's Wealth Management
Pennsylvania
$933K
DADC
708
D.A. Davidson & Co
Montana
$926K
VT
709
Vise Technologies
New York
$923K
ATS
710
Ashton Thomas Securities
New York
$918K
TAM
711
Trust Asset Management
Texas
$917K
WB
712
Webster Bank
Connecticut
$912K
NC
713
NewSquare Capital
Pennsylvania
$909K
RWP
714
RWA Wealth Partners
Massachusetts
$904K
GIA
715
Guyasuta Investment Advisors
Pennsylvania
$896K
DS
716
DRW Securities
Illinois
$890K
MA
717
MJP Associates
Connecticut
$889K
AA
718
Advisory Alpha
Michigan
$888K
PNC
719
Park National Corp
Ohio
$884K
ECM
720
ExodusPoint Capital Management
New York
$878K
FTWA
721
Fifth Third Wealth Advisors
Ohio
$877K
WDC
722
Woodward Diversified Capital
California
$874K
SF
723
Summit Financial
New Jersey
$874K
CAG
724
Csenge Advisory Group
Florida
$874K
APP
725
Avantax Planning Partners
Iowa
$869K