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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
MWM
876
Modera Wealth Management
New Jersey
$488K
SRC
877
Shufro Rose & Co
New York
$483K
JSW
878
Journey Strategic Wealth
New Jersey
$483K
WWM
879
Western Wealth Management
Colorado
$482K
LFA
880
Longview Financial Advisors
Alabama
$481K
BFO
881
Biltmore Family Office
North Carolina
$480K
WPA
882
West Paces Advisors
Georgia
$480K
ACP
883
Aviance Capital Partners
Florida
$480K
HWA
884
Heritage Wealth Advisors
Virginia
$480K
IFS
885
Ifrah Financial Services
Arkansas
$479K
KWM
886
Kingsview Wealth Management
Oregon
$477K
SW
887
SMART Wealth
Nebraska
$477K
ONSWM
888
Old North State Wealth Management
North Carolina
$475K
HI
889
Harbour Investments
Wisconsin
$472K
IC
890
Iconiq Capital
California
$469K
KP
891
Keel Point
Alabama
$469K
WFI
892
West Family Investments
California
$465K
ANBT
893
American National Bank & Trust
Texas
$461K
CIAS
894
Capital Investment Advisory Services
North Carolina
$461K
FHA
895
First Horizon Advisors
Tennessee
$461K
QI
896
Qtron Investments
Massachusetts
$458K
TF
897
Tudor Financial
Ohio
$457K
BIM
898
Bridges Investment Management
Nebraska
$457K
CI
899
Conning Inc
Connecticut
$457K
AWCI
900
Alpine Woods Capital Investors
New York
$455K