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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
TWD
1326
True Wealth Design
Ohio
$3.41K
PWA
1327
Physician Wealth Advisors
Utah
$3.2K
HFM
1328
Harvest Fund Management
China
$3K
SVCP
1329
Silicon Valley Capital Partners
California
$2.89K
T
1330
Transce3nd
Texas
$2.88K
CIA
1331
Cape Investment Advisory
Georgia
$2.56K
SC
1332
Stephens Consulting
Michigan
$2.56K
BHWM
1333
Bay Harbor Wealth Management
Maryland
$2.56K
WOC
1334
West Oak Capital
California
$2.32K
HWA
1335
HHM Wealth Advisors
Tennessee
$2.24K
OCM
1336
Orion Capital Management
California
$2.24K
PWA
1337
Provenance Wealth Advisors
Florida
$2.24K
WA
1338
WestEnd Advisors
North Carolina
$1.92K
CAC
1339
Core Alternative Capital
Georgia
$1.92K
FCAS
1340
First Command Advisory Services
Texas
$1.92K
TFM
1341
TFC Financial Management
Massachusetts
$1.92K
LIM
1342
Longfellow Investment Management
Massachusetts
$1.92K
QWM
1343
Quaker Wealth Management
New Jersey
$1.92K
BAM
1344
Bellevue Asset Management
Washington
$1.92K
WPA
1345
Wealth Preservation Advisors
Tennessee
$1.6K
ACA
1346
American Capital Advisory
Idaho
$1.6K
PWM
1347
Parkworth Wealth Management
California
$1.6K
DWA
1348
Delos Wealth Advisors
Texas
$1.28K
CWA
1349
Carolina Wealth Advisors
South Carolina
$1.28K
HIA
1350
HFM Investment Advisors
New Jersey
$1.28K