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Arthur J. Gallagher & Co

1,360 hedge funds and large institutions have $72.6B invested in Arthur J. Gallagher & Co in 2025 Q2 according to their latest regulatory filings, with 135 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 funds holding

Funds holding:

1.36% more ownership

Funds ownership: 87.54%88.9% (+1.4%)

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
1,360
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
HCM
826
Howard Capital Management
Georgia
$571K
BMCM
827
Burns Matteson Capital Management
New York
$569K
MSWM
828
McGlone Suttner Wealth Management
Wisconsin
$567K
SB
829
Simmons Bank
Arkansas
$564K
SWP
830
Sagespring Wealth Partners
Tennessee
$564K
BP
831
Ballentine Partners
Massachusetts
$563K
SCM
832
Shelton Capital Management
Colorado
$562K
BCAM
833
Boston Common Asset Management
Massachusetts
$560K
CI
834
CX Institutional
Indiana
$559K
CAAS
835
Capital Asset Advisory Services
Michigan
$558K
OWP
836
Obermeyer Wealth Partners
Colorado
$557K
CPC
837
Cookson Peirce & Co
Pennsylvania
$556K
CW
838
CreativeOne Wealth
Kansas
$554K
DAS
839
Dynamic Advisor Solutions
Arizona
$553K
RCM
840
Raleigh Capital Management
North Carolina
$552K
FAIM
841
Financial Advocates Investment Management
Washington
$549K
CT
842
ClearAlpha Technologies
Connecticut
$549K
PPWM
843
Paragon Private Wealth Management
Kentucky
$549K
PFG
844
PAX Financial Group
Texas
$547K
RIL
845
Rothschild Investment LLC
Illinois
$546K
Nomura Holdings
846
Nomura Holdings
Japan
$543K
QWP
847
Quotient Wealth Partners
Texas
$542K
SWM
848
Spire Wealth Management
Virginia
$541K
CA
849
Commerzbank Aktiengesellschaft
Germany
$539K
FCP
850
Fidelis Capital Partners
Florida
$535K