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Arthur J. Gallagher & Co

1,368 hedge funds and large institutions have $72.7B invested in Arthur J. Gallagher & Co in 2025 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 559 increasing their positions, 475 reducing their positions, and 103 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:

1.33% more ownership

Funds ownership: 87.64%88.97% (+1.3%)

6% less capital invested

Capital invested by funds: $77.3B → $72.7B (-$4.59B)

24% less funds holding in top 10

Funds holding in top 10: 4937 (-12)

Holders
1,368
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
CB
1251
Centennial Bank
Arkansas
$32K
CPBTD
1252
Central Pacific Bank - Trust Division
Hawaii
$30.7K
EPW
1253
Evergreen Private Wealth
Colorado
$30.7K
SIS
1254
Strategic Investment Solutions
Illinois
$29.8K
BWL
1255
Bogart Wealth LLC
Virginia
$29K
BOJHT
1256
Bank of Jackson Hole Trust
Wyoming
$25.9K
BHWM
1257
Beaird Harris Wealth Management
Texas
$24.6K
SC
1258
SouthState Corp
Florida
$23.7K
JWA
1259
JFS Wealth Advisors
Pennsylvania
$23.7K
GWSA
1260
Global Wealth Strategies & Associates
Colorado
$22.4K
WIM
1261
Westside Investment Management
California
$21.7K
PSFG
1262
Park Square Financial Group
Georgia
$20.2K
CT
1263
Clearstead Trust
Maine
$19.8K
CWIG
1264
Chung Wu Investment Group
Texas
$19.8K
A
1265
AlphaQuest
New York
$19.8K
UCB
1266
United Community Bank
South Carolina
$18.9K
RWM
1267
Rialto Wealth Management
New York
$18.6K
ADL
1268
Asset Dedication LLC
California
$18.6K
HNW
1269
High Note Wealth
Minnesota
$18.2K
HWP
1270
Highline Wealth Partners
California
$18.2K
AWM
1271
Activest Wealth Management
Florida
$17.9K
TC
1272
Truvestments Capital
Florida
$17.9K
FMP
1273
Financial Management Professionals
Texas
$17.9K
HHMI
1274
Howard Hughes Medical Institute
Maryland
$17.3K
SIC
1275
Salem Investment Counselors
North Carolina
$15.7K