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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
CA
851
Commerzbank Aktiengesellschaft
Germany
$539K
FCP
852
Fidelis Capital Partners
Florida
$535K
MIM
853
Miller Investment Management
Pennsylvania
$535K
TP
854
Tranquility Partners
Tennessee
$535K
EI
855
Ellevest Inc
New York
$534K
PMSA
856
Patrick M. Sweeney & Associates
Illinois
$533K
ILI
857
Invesco LLC (Illinois)
Illinois
$531K
BCWM
858
Bartlett & Co Wealth Management
Ohio
$528K
PIM
859
Plato Investment Management
Australia
$527K
OWM
860
OneAscent Wealth Management
Alabama
$526K
QWM
861
Quadcap Wealth Management
Texas
$525K
MWM
862
Mission Wealth Management
California
$523K
AFG
863
Atomi Financial Group
New York
$522K
PWM
864
Perigon Wealth Management
California
$520K
AFA
865
AA Financial Advisors
Ohio
$516K
BS
866
Banco Santander
Spain
$516K
MFIM
867
Mesirow Financial Investment Management
Illinois
$514K
VFA
868
Valeo Financial Advisors
Indiana
$513K
LIA
869
LS Investment Advisors
Michigan
$512K
CAM
870
Cozad Asset Management
Illinois
$508K
OC
871
Oakworth Capital
Alabama
$508K
PCP
872
Proficio Capital Partners
Massachusetts
$507K
SAM
873
Smartleaf Asset Management
Massachusetts
$506K
ANTB
874
AMG National Trust Bank
Colorado
$504K
WI
875
WrapManager Inc
California
$495K