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