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Arthur J. Gallagher & Co

1,324 hedge funds and large institutions have $65.9B invested in Arthur J. Gallagher & Co in 2024 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 561 increasing their positions, 331 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 78

69% more repeat investments, than reductions

Existing positions increased: 561 | Existing positions reduced: 331

55% more funds holding in top 10

Funds holding in top 10: 3351 (+18)

47% more call options, than puts

Call options by funds: $275M | Put options by funds: $187M

25% more capital invested

Capital invested by funds: $52.8B → $65.9B (+$13.2B)

10% more funds holding

Funds holding: 1,1991,324 (+125)

7.36% more ownership

Funds ownership: 85.67%93.04% (+7.4%)

Holders
1,324
Holders Change
+125
Holders Change %
+10.43%
% of All Funds
17.44%
Holding in Top 10
51
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+54.55%
% of All Funds
0.67%
New
220
Increased
561
Reduced
331
Closed
78
Calls
$275M
Puts
$187M
Net Calls
+$88.3M
Net Calls Change
+$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
526
Coppell Advisory Solutions
Texas
$2.61M +$955K +3,283 +56%
AWS
527
Atria Wealth Solutions
New York
$2.6M -$757K -2,602 -22%
UB
528
UMB Bank
Missouri
$2.59M +$44.2K +152 +2%
EF
529
Empowered Funds
Pennsylvania
$2.59M +$276K +949 +12%
OAC
530
OMERS Administration Corp
Ontario, Canada
$2.56M +$446K +1,534 +21%
LIM
531
Leavell Investment Management
Alabama
$2.52M +$7.57K +26 +0.3%
AWM
532
Axxcess Wealth Management
California
$2.5M +$577K +1,983 +29%
SW
533
SVB Wealth
Massachusetts
$2.5M +$2.56M +8,810 New
PVI
534
Pine Valley Investments
New Jersey
$2.49M -$291K -1,000 -10%
GC
535
Guggenheim Capital
Illinois
$2.46M -$135K -464 -5%
RWM
536
Ritholtz Wealth Management
New York
$2.43M -$61.7K -212 -2%
BAMF
537
BI Asset Management Fondsmaeglerselskab
Denmark
$2.42M +$604K +2,076 +32%
HA
538
Harbor Advisors
Florida
$2.38M +$546K +1,875 +29%
ASN
539
Advisory Services Network
Georgia
$2.37M +$43.4K +149 +2%
LFP
540
Leeward Financial Partners
Washington
$2.34M +$8.44K +29 +0.4%
Nomura Holdings
541
Nomura Holdings
Japan
$2.34M +$2.39M +8,227 New
FNT
542
First Nebraska Trust
Nebraska
$2.31M +$58.2K +200 +3%
CIA
543
Concurrent Investment Advisors
Florida
$2.26M +$103K +355 +5%
PWPS
544
Pinnacle Wealth Planning Services
Ohio
$2.26M -$134K -460 -5%
IWM
545
Iams Wealth Management
Nebraska
$2.26M +$913K +3,138 +65%
NFG
546
Nations Financial Group
Iowa
$2.26M +$68.7K +236 +3%
MFG
547
Merit Financial Group
Georgia
$2.26M +$694K +2,384 +43%
NMIMC
548
Northwestern Mutual Investment Management Company
Wisconsin
$2.25M +$287K +987 +14%
BA
549
Bellwether Advisors
Nebraska
$2.24M +$2.3M +7,895 New
CFGS
550
Concourse Financial Group Securities
Alabama
$2.24M +$31.7K +109 +1%

AJG Hedge Fund Activity: Q4 2024 in Review

1,324 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2024, worth a combined $65.9B — up 25% from $52.8B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new AJG positions and 78 closed out — a net gain of 142 holders — while 561 added to existing stakes and 331 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.24B. The largest seller was Baillie Gifford & Co, cutting an estimated $219M.

  • 1,324 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2024, up from 1,199 in Q3 2024.
  • Funds reported $65.9B of Arthur J. Gallagher & Co stock for Q4 2024, up 25% quarter-over-quarter.
  • 220 funds opened new Arthur J. Gallagher & Co positions in Q4 2024 and 78 closed out, a net change of +142 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2024 was JP Morgan Chase, an estimated $2.24B added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2024 was Baillie Gifford & Co, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2024.