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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
MAS
1326
MPWM Advisory Solutions
Georgia
$3.84K
CMBA
1327
C.M. Bidwell & Associates
Hawaii
$3.84K
HFS
1328
Horizon Financial Services
North Carolina
$3.84K
HFS
1329
Hughes Financial Services
Virginia
$3.44K
TWD
1330
True Wealth Design
Ohio
$3.41K
PWA
1331
Physician Wealth Advisors
Utah
$3.2K
EPIM
1332
Evelyn Partners Investment Management
$3.2K
HFM
1333
Harvest Fund Management
China
$3K
SVCP
1334
Silicon Valley Capital Partners
California
$2.89K
T
1335
Transce3nd
Texas
$2.88K
CIA
1336
Cape Investment Advisory
Georgia
$2.56K
SC
1337
Stephens Consulting
Michigan
$2.56K
BHWM
1338
Bay Harbor Wealth Management
Maryland
$2.56K
WOC
1339
West Oak Capital
California
$2.32K
HWA
1340
HHM Wealth Advisors
Tennessee
$2.24K
OCM
1341
Orion Capital Management
California
$2.24K
PWA
1342
Provenance Wealth Advisors
Florida
$2.24K
WA
1343
WestEnd Advisors
North Carolina
$1.92K
LIM
1344
Longfellow Investment Management
Massachusetts
$1.92K
TFM
1345
TFC Financial Management
Massachusetts
$1.92K
FCAS
1346
First Command Advisory Services
Texas
$1.92K
CAC
1347
Core Alternative Capital
Georgia
$1.92K
QWM
1348
Quaker Wealth Management
New Jersey
$1.92K
BAM
1349
Bellevue Asset Management
Washington
$1.92K
WPA
1350
Wealth Preservation Advisors
Tennessee
$1.6K