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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
MIM
851
Miller Investment Management
Pennsylvania
$535K
TP
852
Tranquility Partners
Tennessee
$535K
EI
853
Ellevest Inc
New York
$534K
PMSA
854
Patrick M. Sweeney & Associates
Illinois
$533K
ILI
855
Invesco LLC (Illinois)
Illinois
$531K
BCWM
856
Bartlett & Co Wealth Management
Ohio
$528K
PIM
857
Plato Investment Management
Australia
$527K
OWM
858
OneAscent Wealth Management
Alabama
$526K
QWM
859
Quadcap Wealth Management
Texas
$525K
MWM
860
Mission Wealth Management
California
$523K
AFG
861
Atomi Financial Group
New York
$522K
PWM
862
Perigon Wealth Management
California
$520K
AFA
863
AA Financial Advisors
Ohio
$516K
BS
864
Banco Santander
Spain
$516K
MFIM
865
Mesirow Financial Investment Management
Illinois
$514K
VFA
866
Valeo Financial Advisors
Indiana
$513K
LIA
867
LS Investment Advisors
Michigan
$512K
CAM
868
Cozad Asset Management
Illinois
$508K
OC
869
Oakworth Capital
Alabama
$508K
PCP
870
Proficio Capital Partners
Massachusetts
$507K
SAM
871
Smartleaf Asset Management
Massachusetts
$506K
ANTB
872
AMG National Trust Bank
Colorado
$504K
WI
873
WrapManager Inc
California
$495K
SWM
874
SeaCrest Wealth Management
New York
$494K
HPM
875
Hoxton Planning & Management
West Virginia
$491K