AJG icon

Arthur J. Gallagher & Co

1,141 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, 455 increasing their positions, 381 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+21
Holders Change %
+1.88%
% of All Funds
16.6%
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
455
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 %
IP
851
Ignite Planners
California
$310K +$3.97K +15 +1%
ST
852
Spinnaker Trust
Maine
$310K
CPC
853
Consolidated Planning Corp
Georgia
$309K +$309K +1,192 New
HSA
854
HBK Sorce Advisory
Pennsylvania
$308K +$15.3K +59 +5%
FHA
855
First Horizon Advisors
Tennessee
$306K -$29.8K -115 -9%
MCM
856
Manchester Capital Management
Vermont
$301K +$32.4K +125 +12%
OHWA
857
Oak Hill Wealth Advisors
Virginia
$301K +$301K +1,159 New
FB
858
Fulton Bank
Pennsylvania
$299K -$3.37K -13 -1%
WFP
859
Wrenne Financial Planning
Kentucky
$299K
HH
860
Hilltop Holdings
Texas
$299K +$30.1K +116 +11%
KCM
861
Kathmere Capital Management
Pennsylvania
$299K +$299K +1,153 New
OAS
862
Optivise Advisory Services
Tennessee
$299K +$299K +1,152 New
FIA
863
Foundations Investment Advisors
Arizona
$298K +$23.9K +92 +9%
SWM
864
SeaCrest Wealth Management
New York
$296K +$3.63K +14 +1%
KP
865
Keel Point
Alabama
$292K +$49.8K +177 +21%
GCM
866
Graham Capital Management
Connecticut
$292K +$292K +1,127 New
KIG
867
Kowal Investment Group
Wisconsin
$291K -$14.5K -56 -5%
RBC
868
Roble Belko & Company
Pennsylvania
$291K
EWA
869
EP Wealth Advisors
California
$291K +$51.1K +197 +21%
JCM
870
Jacobi Capital Management
Pennsylvania
$290K +$259 +1 +0.1%
PWM
871
Perigon Wealth Management
California
$290K -$22.8K -88 -7%
CWM
872
Cahaba Wealth Management
Georgia
$290K -$47.7K -184 -14%
CIC
873
Carnegie Investment Counsel
Ohio
$288K -$11.7K -45 -4%
EM
874
Excalibur Management
Massachusetts
$288K
KIA
875
KCM Investment Advisors
California
$288K