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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
WIC
951
Wilkins Investment Counsel
Massachusetts
$379K
LCGC
952
Legacy Capital Group California
California
$372K
MM
953
MQS Management
New York
$372K
WFP
954
Wrenne Financial Planning
Kentucky
$370K
CWM
955
Challenger Wealth Management
California
$369K
GWP
956
Gen-Wealth Partners
Michigan
$368K
BFO
957
Boston Family Office
Massachusetts
$368K
CFC
958
Coyle Financial Counsel
Illinois
$366K
HSA
959
HBK Sorce Advisory
Pennsylvania
$366K
CHC
960
City Holding Co
West Virginia
$365K
SLWA
961
San Luis Wealth Advisors
California
$364K
LAM
962
L2 Asset Management
Massachusetts
$364K
OHWA
963
Oak Hill Wealth Advisors
Virginia
$364K
CGL
964
Clarius Group LLC
Washington
$362K
CAMG
965
CWA Asset Management Group
Florida
$361K
SG
966
StoneX Group
New York
$361K
SSA
967
Schonfeld Strategic Advisors
New York
$360K
FPL
968
Fortress Private Ledger
North Carolina
$360K
HPC
969
HM Payson & Co
Maine
$357K
FIA
970
Foundations Investment Advisors
Arizona
$356K
PCH
971
PGIM Custom Harvest
New Jersey
$356K
EM
972
Excalibur Management
Massachusetts
$355K
CWAG
973
Compton Wealth Advisory Group
Virginia
$355K
CB
974
Cadence Bank
Mississippi
$353K
VFA
975
Values First Advisors
Tennessee
$352K