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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
PA
1401
Procyon Advisors
Connecticut
FCI
1402
Financial Counselors Inc
Kansas
NWMG
1403
National Wealth Management Group
Ohio
EFL
1404
ERn Financial LLC
Wisconsin
EDRH
1405
Edmond de Rothschild Holding
Switzerland
FCA
1406
Fortis Capital Advisors
Kansas
BAM
1407
Belpointe Asset Management
Nevada
CCS
1408
Concentric Capital Strategies
Connecticut
SQA
1409
Simon Quick Advisors
New Jersey
SAW
1410
Signal Advisors Wealth
Michigan
CWP
1411
Curated Wealth Partners
California
FCM
1412
Fieldview Capital Management
Michigan
TFS
1413
Thoroughbred Financial Services
Tennessee
CMAI
1414
Capital Management Associates Inc
Minnesota
FPAS
1415
Focus Partners Advisor Solutions
Missouri
Financial Engines Advisors
1416
Financial Engines Advisors
California
BW
1417
BXM Wealth
Colorado
AFW
1418
Avantra Family Wealth
Pennsylvania
AWM
1419
Avior Wealth Management
Nebraska
TI
1420
Truepoint Inc
Ohio
AI
1421
Axecap Investments
Ohio
AWA
1422
Aaron Wealth Advisors
Illinois
GLA
1423
Great Lakes Advisors
Illinois
NRD
1424
Nebula Research & Development
New York
MC
1425
Moors & Cabot
Massachusetts