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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
FTWA
701
Fifth Third Wealth Advisors
Ohio
$988K +$6K +19 +0.7%
SAM
702
Sawgrass Asset Management
Florida
$987K -$76.8K -243 -8%
EWA
703
EverSource Wealth Advisors
Alabama
$987K +$234K +742 +35%
DADC
704
D.A. Davidson & Co
Montana
$986K -$26.2K -83 -3%
MOS
705
MGO One Seven
Ohio
$984K +$437K +1,384 +94%
WB
706
Webster Bank
Connecticut
$984K
SWM
707
Spire Wealth Management
Virginia
$982K +$148K +470 +20%
RWP
708
RWA Wealth Partners
Massachusetts
$973K -$3.16K -10 -0.4%
Empower Advisory Group
709
Empower Advisory Group
Colorado
$973K -$19.9K -63 -2%
BC
710
Burney Company
Virginia
$967K -$12.6K -40 -1%
GIA
711
Guyasuta Investment Advisors
Pennsylvania
$967K
SC
712
Scotia Capital
Ontario, Canada
$962K -$37K -117 -4%
PNC
713
Park National Corp
Ohio
$960K -$6.32K -20 -0.7%
ATPW
714
Ashton Thomas Private Wealth
Arizona
$948K +$11.1K +35 +1%
WLG
715
Williamson Legacy Group
Indiana
$943K +$863K +2,731 New
APP
716
Avantax Planning Partners
Iowa
$937K -$235K -745 -22%
FSC
717
Full Sail Capital
Oklahoma
$936K -$113K -357 -12%
LW
718
Linscomb Wealth
Texas
$911K +$3.79K +12 +0.5%
KPWS
719
Kestra Private Wealth Services
Texas
$902K -$55.3K -175 -6%
CCG
720
Catalina Capital Group
California
$901K -$243K -769 -23%
ACM
721
Aster Capital Management
United Arab Emirates
$895K +$837K +2,649 New
DWT
722
Dorsey & Whitney Trust
South Dakota
$893K -$342K -1,082 -29%
CIC
723
Crawford Investment Counsel
Georgia
$891K -$18.3K -58 -2%
PFPT
724
Pinnacle Financial Partners (Tennessee)
Tennessee
$885K +$70.8K +224 +10%
NAM
725
NorthCrest Asset Manangement
Minnesota
$880K +$805K +2,549 New

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.