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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
AGM
951
Alpine Global Management
New York
$380K
WIC
952
Wilkins Investment Counsel
Massachusetts
$379K
LCGC
953
Legacy Capital Group California
California
$372K
MM
954
MQS Management
New York
$372K
WFP
955
Wrenne Financial Planning
Kentucky
$370K
CWM
956
Challenger Wealth Management
California
$369K
GWP
957
Gen-Wealth Partners
Michigan
$368K
BFO
958
Boston Family Office
Massachusetts
$368K
CFC
959
Coyle Financial Counsel
Illinois
$366K
HSA
960
HBK Sorce Advisory
Pennsylvania
$366K
CHC
961
City Holding Co
West Virginia
$365K
SLWA
962
San Luis Wealth Advisors
California
$364K
LAM
963
L2 Asset Management
Massachusetts
$364K
OHWA
964
Oak Hill Wealth Advisors
Virginia
$364K
CGL
965
Clarius Group LLC
Washington
$362K
CAMG
966
CWA Asset Management Group
Florida
$361K
SG
967
StoneX Group
New York
$361K
SSA
968
Schonfeld Strategic Advisors
New York
$360K
FPL
969
Fortress Private Ledger
North Carolina
$360K
HPC
970
HM Payson & Co
Maine
$357K
FIA
971
Foundations Investment Advisors
Arizona
$356K
PCH
972
PGIM Custom Harvest
New Jersey
$356K
EM
973
Excalibur Management
Massachusetts
$355K
CWAG
974
Compton Wealth Advisory Group
Virginia
$355K
CB
975
Cadence Bank
Mississippi
$353K