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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
MWM
1001
Moran Wealth Management
Florida
$326K
SBFM
1002
S-Bank Fund Management
Finland
$325K
CAI
1003
Capital Advisors Inc
Oklahoma
$323K
RC
1004
RBF Capital
California
$320K
RFG
1005
RFP Financial Group
Georgia
$320K
TFA
1006
Trinity Financial Advisors
Ohio
$320K
CPRC
1007
Consolidated Portfolio Review Corp
New York
$320K
CFP
1008
Catalyst Financial Partners
Massachusetts
$318K
GBT
1009
Grove Bank & Trust
Florida
$317K
CPWA
1010
Cerro Pacific Wealth Advisors
California
$317K
CIA
1011
Compass Ion Advisors
Pennsylvania
$316K
IWA
1012
Icon Wealth Advisors
Texas
$315K
CAM
1013
Carret Asset Management
New York
$312K
CCFM
1014
Clear Creek Financial Management
Washington
$312K
KA
1015
KLCM Advisors
Wisconsin
$309K
BJL
1016
Brighton Jones LLC
Washington
$308K
SSG
1017
Summit Securities Group
New York
$307K
LWM
1018
LongView Wealth Management
Georgia
$307K
TBT
1019
Texas Bank & Trust
Texas
$304K
VCA
1020
Verdence Capital Advisors
Maryland
$302K
SO
1021
Sierra Ocean
California
$301K
SFA
1022
Souders Financial Advisors
Ohio
$298K
IAG
1023
Investmark Advisory Group
Connecticut
$297K
LAM
1024
Longboard Asset Management
Arizona
$296K
ZBNA
1025
Zions Bancorporation, National Association
Utah
$294K