AJG icon

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
VIS
1326
Vega Investment Solutions
France
$4.16K
CWM
1327
Cranbrook Wealth Management
Michigan
$4.16K
RAM
1328
Riggs Asset Management
Pennsylvania
$4.16K
BA
1329
Bellwether Advisors
Nebraska
$3.84K
MAS
1330
MPWM Advisory Solutions
Georgia
$3.84K
CMBA
1331
C.M. Bidwell & Associates
Hawaii
$3.84K
HFS
1332
Horizon Financial Services
North Carolina
$3.84K
HFS
1333
Hughes Financial Services
Virginia
$3.44K
TWD
1334
True Wealth Design
Ohio
$3.41K
PWA
1335
Physician Wealth Advisors
Utah
$3.2K
EPIM
1336
Evelyn Partners Investment Management
$3.2K
HFM
1337
Harvest Fund Management
China
$3K
SVCP
1338
Silicon Valley Capital Partners
California
$2.89K
T
1339
Transce3nd
Texas
$2.88K
CIA
1340
Cape Investment Advisory
Georgia
$2.56K
SC
1341
Stephens Consulting
Michigan
$2.56K
BHWM
1342
Bay Harbor Wealth Management
Maryland
$2.56K
WOC
1343
West Oak Capital
California
$2.32K
OCM
1344
Orion Capital Management
California
$2.24K
HWA
1345
HHM Wealth Advisors
Tennessee
$2.24K
PWA
1346
Provenance Wealth Advisors
Florida
$2.24K
WA
1347
WestEnd Advisors
North Carolina
$1.92K
FCAS
1348
First Command Advisory Services
Texas
$1.92K
CAC
1349
Core Alternative Capital
Georgia
$1.92K
TFM
1350
TFC Financial Management
Massachusetts
$1.92K