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Arthur J. Gallagher & Co

1,339 hedge funds and large institutions have $69.7B invested in Arthur J. Gallagher & Co in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 510 increasing their positions, 488 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $242M | Put options by funds: $113M

5% more repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 488

4% less capital invested

Capital invested by funds: $72.8B → $69.7B (-$3.17B)

1.17% less ownership

Funds ownership: 89.07%87.89% (-1.2%)

3% less funds holding

Funds holding: 1,3781,339 (-39)

17% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 137

30% less funds holding in top 10

Funds holding in top 10: 3726 (-11)

Holders
1,339
Holders Change
-39
Holders Change %
-2.83%
% of All Funds
17.57%
Holding in Top 10
26
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-29.73%
% of All Funds
0.34%
New
114
Increased
510
Reduced
488
Closed
137
Calls
$242M
Puts
$113M
Net Calls
+$128M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
501
Arkadios Wealth Advisors
Georgia
$2.54M +$298K +987 +14%
NMIMC
502
Northwestern Mutual Investment Management Company
Wisconsin
$2.53M +$301 +1 +0%
IWM
503
Iams Wealth Management
Nebraska
$2.52M +$387K +1,285 +19%
NFG
504
Nations Financial Group
Iowa
$2.51M +$27.1K +90 +1%
FNT
505
First Nebraska Trust
Nebraska
$2.5M -$4.52K -15 -0.2%
CIA
506
Concurrent Investment Advisors
Florida
$2.5M +$90.4K +300 +4%
MFG
507
Merit Financial Group
Georgia
$2.49M -$1.36M -4,495 -36%
HWM
508
Hohimer Wealth Management
Washington
$2.47M +$2.4M +7,976 New
TNAM
509
Terra Nova Asset Management
New York
$2.47M -$694K -2,301 -22%
SCM
510
Sterling Capital Management
North Carolina
$2.45M -$3.08M -10,230 -56%
PWM
511
Provident Wealth Management
Tennessee
$2.42M
LFP
512
Leeward Financial Partners
Washington
$2.41M +$293K +972 +14%
OAC
513
OMERS Administration Corp
Ontario, Canada
$2.39M
RA
514
RFG Advisory
Alabama
$2.39M +$151K +502 +7%
SFI
515
Siemens Fonds Invest
Germany
$2.38M
LOAMU
516
Lombard Odier Asset Management (USA)
New York
$2.38M -$566K -1,877 -20%
Nomura Holdings
517
Nomura Holdings
Japan
$2.37M +$1.79M +5,940 +350%
B
518
Bailard
California
$2.36M -$28K -93 -1%
FAM
519
Fulcrum Asset Management
United Kingdom
$2.34M -$63.3K -210 -3%
V
520
VeraBank
Texas
$2.33M -$83.2K -276 -4%
BRCM
521
Bright Rock Capital Management
Massachusetts
$2.32M
AT
522
Arlington Trust
Alabama
$2.29M
Connor, Clark & Lunn Investment Management (CC&L)
523
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.28M +$2.22M +7,373 New
CCM
524
Cox Capital Management
Massachusetts
$2.27M +$64.2K +213 +3%
WANY
525
Wealthspire Advisors (New York)
New York
$2.26M -$54.3K -180 -2%

AJG Hedge Fund Activity: Q3 2025 in Review

1,339 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2025, worth a combined $69.7B — down 4.4% from $72.8B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of AJG and 114 opened new positions — a net loss of 23 holders — while 488 trimmed existing stakes and 510 added.

The largest buyer was JP Morgan Chase, adding an estimated $1B. The largest seller was Massachusetts Financial Services, cutting an estimated $422M.

  • 1,339 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2025, down from 1,378 in Q2 2025.
  • Funds reported $69.7B of Arthur J. Gallagher & Co stock for Q3 2025, down 4.4% quarter-over-quarter.
  • 114 funds opened new Arthur J. Gallagher & Co positions in Q3 2025 and 137 closed out, a net change of -23 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2025 was JP Morgan Chase, an estimated $1B added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2025 was Massachusetts Financial Services, an estimated $422M sold.

Based on aggregated 13F filings for Q3 2025.