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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
KFS
1101
Kurt F. Somerville
$234K
GFP
1102
Gryphon Financial Partners
Ohio
$232K
KFS
1103
Kelly Financial Services
Massachusetts
$232K
FAM
1104
Formidable Asset Management
Ohio
$231K
WA
1105
WPG Advisers
Maryland
$230K
NS
1106
NBC Securities
Alabama
$230K
DOA
1107
D'Orazio & Associates
Virginia
$229K
LJAC
1108
L.J. Altfest & Co
New York
$229K
AAP
1109
Arax Advisory Partners
Colorado
$228K
EFG
1110
Embree Financial Group
Illinois
$227K
BB
1111
Berkshire Bank
Massachusetts
$227K
FW
1112
FullCircle Wealth
Texas
$226K
WA
1113
Wealth Alliance
New York
$225K
RZH
1114
Relyea Zuckerberg Hanson
Connecticut
$224K
MHIP
1115
Mountain Hill Investment Partners
New Jersey
$224K
AMBIA
1116
Allen Mooney & Barnes Investment Advisors
Georgia
$224K
TC
1117
TradeLink Capital
Illinois
$224K
FFP
1118
FourThought Financial Partners
Florida
$223K
CWM
1119
Cornerstone Wealth Management
Missouri
$222K
OAS
1120
Optivise Advisory Services
Tennessee
$221K
FCG
1121
Fielder Capital Group
Tennessee
$221K
KCIC
1122
Kuhn & Co Investment Counsel
Illinois
$220K
PFM
1123
Patton Fund Management
Texas
$219K
EWM
1124
Empirical Wealth Management
Washington
$217K
RFN
1125
Redwood Financial Network
Ohio
$216K