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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
MSS
826
Mitchell Sinkler & Starr
Pennsylvania
$573K
SFS
827
Sowell Financial Services
Arkansas
$573K
HCM
828
Howard Capital Management
Georgia
$571K
BMCM
829
Burns Matteson Capital Management
New York
$569K
MSWM
830
McGlone Suttner Wealth Management
Wisconsin
$567K
SB
831
Simmons Bank
Arkansas
$564K
SWP
832
Sagespring Wealth Partners
Tennessee
$564K
BP
833
Ballentine Partners
Massachusetts
$563K
SCM
834
Shelton Capital Management
Colorado
$562K
BCAM
835
Boston Common Asset Management
Massachusetts
$560K
CI
836
CX Institutional
Indiana
$559K
CAAS
837
Capital Asset Advisory Services
Michigan
$558K
OWP
838
Obermeyer Wealth Partners
Colorado
$557K
CPC
839
Cookson Peirce & Co
Pennsylvania
$556K
CW
840
CreativeOne Wealth
Kansas
$554K
DAS
841
Dynamic Advisor Solutions
Arizona
$553K
RCM
842
Raleigh Capital Management
North Carolina
$552K
FAIM
843
Financial Advocates Investment Management
Washington
$549K
CT
844
ClearAlpha Technologies
Connecticut
$549K
PPWM
845
Paragon Private Wealth Management
Kentucky
$549K
PFG
846
PAX Financial Group
Texas
$547K
RIL
847
Rothschild Investment LLC
Illinois
$546K
Nomura Holdings
848
Nomura Holdings
Japan
$543K
QWP
849
Quotient Wealth Partners
Texas
$542K
SWM
850
Spire Wealth Management
Virginia
$541K