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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
BWL
1251
Bogart Wealth LLC
Virginia
$29K
BOJHT
1252
Bank of Jackson Hole Trust
Wyoming
$25.9K
BHWM
1253
Beaird Harris Wealth Management
Texas
$24.6K
SC
1254
SouthState Corp
Florida
$23.7K
JWA
1255
JFS Wealth Advisors
Pennsylvania
$23.7K
GWSA
1256
Global Wealth Strategies & Associates
Colorado
$22.4K
WIM
1257
Westside Investment Management
California
$21.7K
PSFG
1258
Park Square Financial Group
Georgia
$20.2K
CT
1259
Clearstead Trust
Maine
$19.8K
CWIG
1260
Chung Wu Investment Group
Texas
$19.8K
A
1261
AlphaQuest
New York
$19.8K
UCB
1262
United Community Bank
South Carolina
$18.9K
RWM
1263
Rialto Wealth Management
New York
$18.6K
ADL
1264
Asset Dedication LLC
California
$18.6K
HNW
1265
High Note Wealth
Minnesota
$18.2K
HWP
1266
Highline Wealth Partners
California
$18.2K
TC
1267
Truvestments Capital
Florida
$17.9K
AWM
1268
Activest Wealth Management
Florida
$17.9K
FMP
1269
Financial Management Professionals
Texas
$17.9K
HHMI
1270
Howard Hughes Medical Institute
Maryland
$17.3K
SIC
1271
Salem Investment Counselors
North Carolina
$15.7K
AF
1272
Alerus Financial
North Dakota
$15.4K
EWM
1273
Evolution Wealth Management
Florida
$15.4K
HBW
1274
Hazlett, Burt & Watson
West Virginia
$15K
CAL
1275
Capital Analysts LLC
Pennsylvania
$15K