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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
AW
1301
Avion Wealth
Texas
$9K
BFP
1302
Briaud Financial Planning
Texas
$9K
TCM
1303
TD Capital Management
Tennessee
$9K
FFO
1304
Fortitude Family Office
Arizona
$8.96K
WCM
1305
WealthTrak Capital Management
Virginia
$8.32K
CIAM
1306
Caitong International Asset Management
Hong Kong
$8.32K
DF
1307
Dunhill Financial
United Kingdom
$8.11K
PA
1308
Pineridge Advisors
Missouri
$8.07K
BFS
1309
Bare Financial Services
Pennsylvania
$7.68K
PWMG
1310
Private Wealth Management Group
New Jersey
$7.36K
HWM
1311
HighMark Wealth Management
Minnesota
$6.72K
NWM
1312
Nova Wealth Management
Florida
$6.71K
GGI
1313
Godsey & Gibb Inc
Virginia
$6.4K
AP
1314
Aspect Partners
Virginia
$6.4K
BLC
1315
Brown, Lisle/Cummings
Rhode Island
$6.4K
CAL
1316
Capital Advisors Ltd
Ohio
$6K
T
1317
Tidemark
California
$5.77K
DWM
1318
Dogwood Wealth Management
Kansas
$5.65K
IWM
1319
IMG Wealth Management
Florida
$5.44K
VWA
1320
Valued Wealth Advisors
Utah
$5.14K
SIS
1321
Sound Income Strategies
Florida
$4.8K
RWA
1322
Redmont Wealth Advisors
Illinois
$4.8K
TFG
1323
Team Financial Group
California
$4.66K
PWA
1324
Principia Wealth Advisory
Texas
$4.48K
AFG
1325
Albion Financial Group
Utah
$4.16K