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