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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 %
CAI
1001
Capital Advisors Inc
Oklahoma
$323K -$961 -3 -0.3%
TFA
1002
Trinity Financial Advisors
Ohio
$320K
RC
1003
RBF Capital
California
$320K
RFG
1004
RFP Financial Group
Georgia
$320K
CPRC
1005
Consolidated Portfolio Review Corp
New York
$320K +$320K +999 New
CFP
1006
Catalyst Financial Partners
Massachusetts
$318K +$10.9K +34 +4%
GBT
1007
Grove Bank & Trust
Florida
$317K +$6.4K +20 +2%
CPWA
1008
Cerro Pacific Wealth Advisors
California
$317K +$57.6K +180 +22%
CIA
1009
Compass Ion Advisors
Pennsylvania
$316K -$70.7K -221 -18%
IWA
1010
Icon Wealth Advisors
Texas
$315K -$1.6K -5 -0.5%
CAM
1011
Carret Asset Management
New York
$312K
CCFM
1012
Clear Creek Financial Management
Washington
$312K +$89.6K +280 +40%
KA
1013
KLCM Advisors
Wisconsin
$309K
BJL
1014
Brighton Jones LLC
Washington
$308K +$20.5K +64 +7%
SSG
1015
Summit Securities Group
New York
$307K +$307K +959 New
LWM
1016
LongView Wealth Management
Georgia
$307K -$13.1K -41 -4%
TBT
1017
Texas Bank & Trust
Texas
$304K
VCA
1018
Verdence Capital Advisors
Maryland
$302K +$1.28K +4 +0.4%
SO
1019
Sierra Ocean
California
$301K +$6.09K +19 +2%
SFA
1020
Souders Financial Advisors
Ohio
$298K +$82.9K +259 +38%
IAG
1021
Investmark Advisory Group
Connecticut
$297K
LAM
1022
Longboard Asset Management
Arizona
$296K
ZBNA
1023
Zions Bancorporation, National Association
Utah
$294K -$24.6K -77 -8%
NB
1024
Northwest Bancshares
Pennsylvania
$294K
WAL
1025
W Advisors LLC
Tennessee
$293K +$1.28K +4 +0.4%