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Arthur J. Gallagher & Co

1,358 hedge funds and large institutions have $79B invested in Arthur J. Gallagher & Co in 2025 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 551 increasing their positions, 447 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $167M | Put options by funds: $64.3M

46% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 121

23% more repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 447

20% more capital invested

Capital invested by funds: $65.9B → $79B (+$13B)

3% more funds holding

Funds holding: 1,3241,358 (+34)

3.49% less ownership

Funds ownership: 93.04%89.55% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 5149 (-2)

Holders
1,358
Holders Change
+34
Holders Change %
+2.57%
% of All Funds
18.21%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.66%
New
177
Increased
551
Reduced
447
Closed
121
Calls
$167M
Puts
$64.3M
Net Calls
+$102M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
551
U.S. Capital Wealth Advisors
Texas
$2.33M -$23.7K -75 -1%
PVI
552
Pine Valley Investments
New Jersey
$2.33M -$647K -2,048 -23%
CWM
553
Cabot Wealth Management
Massachusetts
$2.29M +$40.4K +128 +2%
PAM
554
Panagora Asset Management
Massachusetts
$2.27M
CWG
555
C WorldWide Group
Denmark
$2.26M
SC
556
Savant Capital
Illinois
$2.21M -$949K -3,004 -32%
FRA
557
Frank Rimerman Advisors
California
$2.17M +$12.6K +40 +0.6%
AG
558
Ascent Group
Virginia
$2.13M +$93.2K +295 +5%
VWM
559
VCI Wealth Management
Missouri
$2.13M -$518K -1,641 -21%
SI
560
Stephens Inc
Arkansas
$2.09M -$27.2K -86 -1%
AW
561
Alteri Wealth
California
$2.08M +$19.9K +63 +1%
SIA
562
Schear Investment Advisers
Ohio
$2.03M +$124K +391 +7%
AT
563
Arlington Trust
Alabama
$2.02M +$586K +1,854 +46%
DI
564
Disciplined Investments
Oklahoma
$2.01M +$14.5K +46 +0.8%
KeyBank National Association
565
KeyBank National Association
Ohio
$2.01M +$563K +1,781 +44%
USAA
566
United Services Automobile Association
Texas
$1.99M +$1.85M +5,845 New
AWA
567
Arkadios Wealth Advisors
Georgia
$1.97M +$1.39M +4,410 +341%
SDIC
568
South Dakota Investment Council
South Dakota
$1.94M
PCM
569
Penserra Capital Management
California
$1.94M +$1.28M +4,044 +257%
BIG
570
Builder Investment Group
Georgia
$1.93M
O
571
Ossiam
France
$1.93M -$142K -450 -7%
RBWA
572
RFG - Bristol Wealth Advisors
Massachusetts
$1.93M -$476K -1,508 -21%
EWS
573
Eagle Wealth Strategies
New Jersey
$1.91M -$474K -1,501 -21%
JWCA
574
J.W. Cole Advisors
Florida
$1.9M +$1.42M +4,509 +460%
SAM
575
Seelaus Asset Management
New Jersey
$1.89M

AJG Hedge Fund Activity: Q1 2025 in Review

1,358 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q1 2025, worth a combined $79B — up 20% from $65.9B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new AJG positions and 121 closed out — a net gain of 56 holders — while 551 added to existing stakes and 447 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.52B. The largest seller was Capital International Investors, cutting an estimated $898M.

  • 1,358 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q1 2025, up from 1,324 in Q4 2024.
  • Funds reported $79B of Arthur J. Gallagher & Co stock for Q1 2025, up 20% quarter-over-quarter.
  • 177 funds opened new Arthur J. Gallagher & Co positions in Q1 2025 and 121 closed out, a net change of +56 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q1 2025 was JP Morgan Chase, an estimated $1.52B added.
  • The largest Arthur J. Gallagher & Co seller in Q1 2025 was Capital International Investors, an estimated $898M sold.

Based on aggregated 13F filings for Q1 2025.