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Arthur J. Gallagher & Co

1,359 hedge funds and large institutions have $72.6B invested in Arthur J. Gallagher & Co in 2025 Q2 according to their latest regulatory filings, with 134 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 ownership

Funds ownership:

1% more funds holding

Funds holding: 1,3411,359 (+18)

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
1,359
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
SIM
1076
Sentry Investment Management
Wisconsin
$247K
DFP
1077
Defined Financial Planning
California
$246K
VIM
1078
Vinva Investment Management
Australia
$245K
BBA
1079
Baader Bank Aktiengesellschaft
Germany
$245K
VFA
1080
Voya Financial Advisors
Connecticut
$245K
MCM
1081
Morton Capital Management
California
$244K
MPI
1082
Mairs & Power Inc
Minnesota
$243K
DAS
1083
Diversify Advisory Services
Utah
$243K
MSE
1084
MUFG Securities EMEA
United Kingdom
$242K
AI
1085
Accredited Investors
Minnesota
$241K
ICM
1086
Intrepid Capital Management
Florida
$240K
AA
1087
Armis Advisers
Georgia
$240K
ET
1088
Equitable Trust
Tennessee
$240K
AL
1089
Aspiriant LLC
California
$239K
EMAM
1090
Encompass More Asset Management
California
$238K
PFA
1091
Pure Financial Advisors
California
$238K
AAS
1092
Ameritas Advisory Services
Nebraska
$238K
WTB
1093
Washington Trust Bank
Washington
$237K
TC
1094
Trust Company
Kansas
$237K
NI
1095
Natural Investments
California
$236K
BPW
1096
Bingham Private Wealth
California
$236K
KNFPWM
1097
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$236K
DWP
1098
Daymark Wealth Partners
Ohio
$235K
CCA
1099
Childress Capital Advisors
Texas
$235K
KFS
1100
Kurt F. Somerville
$234K