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Arthur J. Gallagher & Co

1,142 hedge funds and large institutions have $49B invested in Arthur J. Gallagher & Co in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 456 increasing their positions, 381 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,142
Holders Change
+21
Holders Change %
+1.87%
% of All Funds
16.61%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.6%
New
113
Increased
456
Reduced
381
Closed
77
Calls
$160M
Puts
$102M
Net Calls
+$58.4M
Net Calls Change
+$9.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
751
Drive Wealth Management
Utah
$507K +$14K +54 +3%
IWC
752
Integrated Wealth Concepts
Massachusetts
$505K +$43K +166 +9%
LCWP
753
Legacy Capital Wealth Partners
Arkansas
$498K +$498K +1,922 New
QWP
754
Quotient Wealth Partners
Texas
$493K -$433K -1,671 -47%
ANBT
755
American National Bank & Trust
Texas
$493K -$25.2K -97 -5%
AIA
756
Alera Investment Advisors
Illinois
$492K -$603K -2,324 -55%
IA
757
IFP Advisors
Florida
$492K -$73.4K -283 -13%
NCM
758
Northside Capital Management
Oregon
$490K
SWM
759
Spire Wealth Management
Virginia
$484K -$21K -81 -4%
ACA
760
Aptus Capital Advisors
Alabama
$483K +$30.6K +118 +7%
VSQM
761
V-Square Quantitative Management
Illinois
$478K -$8.04K -31 -2%
P
762
&Partners
Tennessee
$478K +$478K +1,842 New
SWP
763
Strategic Wealth Partners
Ohio
$474K +$16.1K +62 +4%
APW
764
Austin Private Wealth
Texas
$474K +$119K +458 +33%
GL
765
Graypoint LLC
New York
$470K +$30.6K +118 +7%
LSPW
766
Lake Street Private Wealth
Illinois
$470K
RVPG
767
Relative Value Partners Group
$470K +$470K +1,812 New
PP
768
Patron Partners
Texas
$469K +$19.2K +74 +4%
NP
769
NorthRock Partners
Minnesota
$469K +$51.9K +200 +12%
ILI
770
Invesco LLC (Illinois)
Illinois
$467K
ACS
771
Archford Capital Strategies
Illinois
$466K +$259 +1 +0.1%
MYIA
772
Mount Yale Investment Advisors
Colorado
$461K +$47.2K +182 +11%
CW
773
CreativeOne Wealth
Kansas
$459K -$143K -553 -24%
QCG
774
Quadrant Capital Group
Ohio
$456K +$6.22K +24 +1%
CPC
775
Cookson Peirce & Co
Pennsylvania
$454K -$778 -3 -0.2%