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Arthur J. Gallagher & Co

1,356 hedge funds and large institutions have $72.6B invested in Arthur J. Gallagher & Co in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 555 increasing their positions, 472 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
+16
Holders Change %
+1.19%
% of All Funds
18.18%
Holding in Top 10
37
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24.49%
% of All Funds
0.5%
New
133
Increased
555
Reduced
472
Closed
97
Calls
$164M
Puts
$148M
Net Calls
+$16.1M
Net Calls Change
-$86.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LCGC
951
Legacy Capital Group California
California
$372K +$28.5K +89 +8%
MM
952
MQS Management
New York
$372K +$372K +1,161 New
WFP
953
Wrenne Financial Planning
Kentucky
$370K +$4.12K +13 +1%
CWM
954
Challenger Wealth Management
California
$369K -$32.3K -101 -8%
GWP
955
Gen-Wealth Partners
Michigan
$368K -$34.3K -107 -9%
BFO
956
Boston Family Office
Massachusetts
$368K +$368K +1,150 New
CFC
957
Coyle Financial Counsel
Illinois
$366K +$90.9K +284 +33%
HSA
958
HBK Sorce Advisory
Pennsylvania
$366K -$8.32K -26 -2%
CHC
959
City Holding Co
West Virginia
$365K
SLWA
960
San Luis Wealth Advisors
California
$364K +$639 +2 +0.2%
LAM
961
L2 Asset Management
Massachusetts
$364K +$19.5K +61 +6%
OHWA
962
Oak Hill Wealth Advisors
Virginia
$364K
CGL
963
Clarius Group LLC
Washington
$362K +$61.8K +193 +21%
CAMG
964
CWA Asset Management Group
Florida
$361K +$960 +3 +0.3%
SG
965
StoneX Group
New York
$361K -$36.2K -113 -9%
SSA
966
Schonfeld Strategic Advisors
New York
$360K -$1.19M -3,703 -77%
FPL
967
Fortress Private Ledger
North Carolina
$360K -$54.7K -171 -13%
FIA
968
Foundations Investment Advisors
Arizona
$356K -$320 -1 -0.1%
PCH
969
PGIM Custom Harvest
New Jersey
$356K +$356K +1,111 New
EM
970
Excalibur Management
Massachusetts
$355K
CWAG
971
Compton Wealth Advisory Group
Virginia
$355K
CB
972
Cadence Bank
Mississippi
$353K +$640 +2 +0.2%
VFA
973
Values First Advisors
Tennessee
$352K -$39.4K -123 -10%
CAM
974
Creekmur Asset Management
Illinois
$350K +$69.5K +217 +25%
PP
975
PDS Planning
Ohio
$349K +$15K +47 +5%