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Arthur J. Gallagher & Co

1,356 hedge funds and large institutions have $72.6B invested in Arthur J. Gallagher & Co in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 555 increasing their positions, 472 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
+16
Holders Change %
+1.19%
% of All Funds
18.18%
Holding in Top 10
37
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24.49%
% of All Funds
0.5%
New
133
Increased
555
Reduced
472
Closed
97
Calls
$164M
Puts
$148M
Net Calls
+$16.1M
Net Calls Change
-$86.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TP
851
Tranquility Partners
Tennessee
$535K -$640 -2 -0.1%
EI
852
Ellevest Inc
New York
$534K -$193K -604 -27%
PMSA
853
Patrick M. Sweeney & Associates
Illinois
$533K -$7.95K -25 -1%
ILI
854
Invesco LLC (Illinois)
Illinois
$531K -$82K -256 -13%
BCWM
855
Bartlett & Co Wealth Management
Ohio
$528K -$320 -1 -0.1%
PIM
856
Plato Investment Management
Australia
$527K +$319 +1 +0.1%
OWM
857
OneAscent Wealth Management
Alabama
$526K +$31.1K +97 +6%
QWM
858
Quadcap Wealth Management
Texas
$525K +$2.24K +7 +0.4%
MWM
859
Mission Wealth Management
California
$523K -$8.32K -26 -2%
AFG
860
Atomi Financial Group
New York
$522K -$12.8K -40 -2%
PWM
861
Perigon Wealth Management
California
$520K +$66.9K +209 +15%
AFA
862
AA Financial Advisors
Ohio
$516K +$322K +1,006 +166%
BS
863
Banco Santander
Spain
$516K
MFIM
864
Mesirow Financial Investment Management
Illinois
$514K +$10.9K +34 +2%
LIA
865
LS Investment Advisors
Michigan
$512K
CAM
866
Cozad Asset Management
Illinois
$508K -$9.6K -30 -2%
OC
867
Oakworth Capital
Alabama
$508K -$136K -425 -21%
PCP
868
Proficio Capital Partners
Massachusetts
$507K +$172K +538 +51%
VFA
869
Valeo Financial Advisors
Indiana
$507K +$8.97K +28 +2%
SAM
870
Smartleaf Asset Management
Massachusetts
$506K -$138K -435 -21%
ANTB
871
AMG National Trust Bank
Colorado
$504K -$640 -2 -0.1%
WI
872
WrapManager Inc
California
$495K -$73.9K -231 -13%
SWM
873
SeaCrest Wealth Management
New York
$494K +$10.9K +34 +2%
HPM
874
Hoxton Planning & Management
West Virginia
$491K -$7.36K -23 -1%
MWM
875
Modera Wealth Management
New Jersey
$488K +$6.4K +20 +1%