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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
CCM
1126
Consolidated Capital Management
California
$216K
GHA
1127
GW Henssler & Associates
Georgia
$216K
IWM
1128
IHT Wealth Management
Illinois
$216K
WA
1129
Wealth Architects
California
$216K
BP
1130
BBR Partners
New York
$215K
EB
1131
Eastern Bank
Massachusetts
$214K
SS
1132
SBI Securities
Japan
$214K
TPA
1133
Trivium Point Advisory
Connecticut
$213K
WBC
1134
West Branch Capital
Massachusetts
$212K
KA
1135
Kozak & Associates
Colorado
$212K
SAG
1136
SageView Advisory Group
California
$212K
MCM
1137
Mengis Capital Management
Oregon
$211K
MBTD
1138
Mechanics Bank - Trust Department
California
$211K
DT
1139
Diversified Trust
Tennessee
$211K
EFG
1140
Elm3 Financial Group
Georgia
$211K
EFM
1141
E Fund Management
China
$209K
AWE
1142
Avidian Wealth Enterprises
Texas
$209K
LI
1143
LRI Investments
Florida
$208K
PK
1144
Pflug Koory
Nebraska
$207K
GCP
1145
Garda Capital Partners
Minnesota
$206K
JSL
1146
JT Stratford LLC
Georgia
$205K
PF
1147
Phoenix Financial
Israel
$205K
IIC
1148
Ironwood Investment Counsel
Arizona
$204K
KFI
1149
Key Financial Inc
Pennsylvania
$204K
Acadian Asset Management
1150
Acadian Asset Management
Massachusetts
$203K