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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
HFO
551
Heritage Family Offices
Arizona
$2.23M +$548K +1,882 +31%
VWM
552
VCI Wealth Management
Missouri
$2.22M +$349K +1,200 +18%
ECM
553
Everence Capital Management
Indiana
$2.17M +$908K +3,120 +69%
HAG
554
HighPoint Advisor Group
Illinois
$2.17M +$36.1K +124 +2%
WOC
555
West Oak Capital
California
$2.15M
BRCM
556
Bright Rock Capital Management
Massachusetts
$2.13M
MNBTD
557
Moody National Bank Trust Division
Texas
$2.12M -$125K -431 -5%
CCM
558
Cox Capital Management
Massachusetts
$2.12M -$7.86K -27 -0.4%
BPAMU
559
BTG Pactual Asset Management US
New York
$2.11M +$2.16M +7,435 New
FFA
560
Fairfield Financial Advisors
Massachusetts
$2.09M +$357K +1,228 +20%
LFS
561
Littlejohn Financial Services
Oregon
$2.09M +$2.14M +7,346 New
GC
562
Grimes & Company
Massachusetts
$2.06M +$23K +79 +1%
BFA
563
Brendel Financial Advisors
New Hampshire
$2.05M +$11.1K +38 +0.5%
PDL
564
Portfolio Design Labs
California
$2.04M -$105K -362 -5%
GA
565
Geller Advisors
New York
$2.03M -$6.11K -21 -0.3%
RA
566
RFG Advisory
Alabama
$2.03M +$78K +268 +4%
PCIA
567
Prime Capital Investment Advisors
Kansas
$2.03M -$1.91M -6,562 -48%
PWM
568
Provident Wealth Management
Tennessee
$2.01M
RBWA
569
RFG - Bristol Wealth Advisors
Massachusetts
$2.01M +$2.06M +7,085 New
OC
570
Oppenheimer & Co
New York
$2M -$8.44K -29 -0.4%
EWS
571
Eagle Wealth Strategies
New Jersey
$1.99M
AWM
572
AE Wealth Management
Kansas
$1.98M -$25K -86 -1%
AC
573
Allstate Corporation
Illinois
$1.98M +$2.03M +6,966 New
N
574
Natixis
France
$1.94M +$558K +1,917 +39%
USCWA
575
U.S. Capital Wealth Advisors
Texas
$1.93M -$194K -667 -9%

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.