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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
SWM
876
SeaCrest Wealth Management
New York
$494K
HPM
877
Hoxton Planning & Management
West Virginia
$491K
MWM
878
Modera Wealth Management
New Jersey
$488K
SRC
879
Shufro Rose & Co
New York
$483K
JSW
880
Journey Strategic Wealth
New Jersey
$483K
WWM
881
Western Wealth Management
Colorado
$482K
LFA
882
Longview Financial Advisors
Alabama
$481K
BFO
883
Biltmore Family Office
North Carolina
$480K
WPA
884
West Paces Advisors
Georgia
$480K
ACP
885
Aviance Capital Partners
Florida
$480K
HWA
886
Heritage Wealth Advisors
Virginia
$480K
IFS
887
Ifrah Financial Services
Arkansas
$479K
KWM
888
Kingsview Wealth Management
Oregon
$477K
SW
889
SMART Wealth
Nebraska
$477K
ONSWM
890
Old North State Wealth Management
North Carolina
$475K
HI
891
Harbour Investments
Wisconsin
$472K
IC
892
Iconiq Capital
California
$469K
KP
893
Keel Point
Alabama
$469K
WFI
894
West Family Investments
California
$465K
ANBT
895
American National Bank & Trust
Texas
$461K
CIAS
896
Capital Investment Advisory Services
North Carolina
$461K
FHA
897
First Horizon Advisors
Tennessee
$461K
QI
898
Qtron Investments
Massachusetts
$458K
TF
899
Tudor Financial
Ohio
$457K
BIM
900
Bridges Investment Management
Nebraska
$457K