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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
OHWP
926
Oak Harbor Wealth Partners
North Carolina
$412K
AC
927
Armistice Capital
New York
$412K
SWA
928
Stratos Wealth Advisors
Ohio
$409K
BAM
929
Berkshire Asset Management
Pennsylvania
$408K
GCP
930
GSA Capital Partners
United Kingdom
$406K
PWG
931
Portside Wealth Group
Utah
$402K
RMCM
932
Reynders McVeigh Capital Management
Massachusetts
$402K
OFO
933
OneAscent Family Office
Alabama
$402K
AWM
934
Angeles Wealth Management
California
$401K
VAG
935
VisionPoint Advisory Group
Texas
$395K
SMA
936
Sage Mountain Advisors
Georgia
$393K
KCM
937
Kathmere Capital Management
Pennsylvania
$393K
AA
938
Alta Advisers
United Kingdom
$390K
SP
939
Successful Portfolios
Florida
$389K
Los Angeles Capital Management
940
Los Angeles Capital Management
California
$388K
SPWG
941
Syntegra Private Wealth Group
Missouri
$387K
SB
942
Strategic Blueprint
Georgia
$387K
CIC
943
Carnegie Investment Counsel
Ohio
$386K
LFA
944
Legacy Financial Advisors
Kentucky
$386K
MSWM
945
Mowery & Schoenfeld Wealth Management
Illinois
$385K
API
946
Asset Planning Inc
California
$384K
ST
947
Spinnaker Trust
Maine
$383K
PWP
948
Principle Wealth Partners
Connecticut
$382K
PPC
949
Park Place Capital
Alabama
$381K
AGM
950
Alpine Global Management
New York
$380K