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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
PFG
701
PAX Financial Group
Texas
$845K +$307K +1,019 +60%
WDC
702
Woodward Diversified Capital
California
$839K -$6.63K -22 -0.8%
VA
703
VestGen Advisors
Illinois
$827K -$108K -358 -12%
BC
704
Burney Company
Virginia
$824K
APW
705
Aventura Private Wealth
Florida
$822K -$41.9K -139 -5%
MWM
706
Mission Wealth Management
California
$814K +$300K +996 +61%
DWM
707
Dynasty Wealth Management
Florida
$814K +$19K +63 +2%
LW
708
Linscomb Wealth
Texas
$812K +$2.41K +8 +0.3%
PPWM
709
Paragon Private Wealth Management
Kentucky
$811K +$273K +904 +53%
DWT
710
Dorsey & Whitney Trust
South Dakota
$808K -$4.22K -14 -0.5%
NAM
711
NorthCrest Asset Manangement
Minnesota
$807K +$2.41K +8 +0.3%
CAG
712
Csenge Advisory Group
Florida
$806K +$26.5K +88 +3%
AWM
713
Accurate Wealth Management
Florida
$802K +$35K +116 +5%
SC
714
Syon Capital
California
$795K +$41.9K +139 +6%
GAM
715
Generali Asset Management
Italy
$794K -$2.11K -7 -0.3%
FFM
716
Forum Financial Management
Illinois
$788K +$54.9K +182 +8%
Simplex Trading
717
Simplex Trading
Illinois
$779K +$759K +2,518 New
SC
718
Scratch Capital
Idaho
$775K +$754K +2,501 New
SCTC
719
Sanibel Captiva Trust Company
Florida
$774K -$301 -1 -0%
NONA
720
Ninety One North America
New York
$773K -$251K -831 -25%
OIS
721
Okabena Investment Services
Minnesota
$773K +$904 +3 +0.1%
TRCT
722
Tower Research Capital (TRC)
New York
$773K -$4.83M -16,012 -87%
CI
723
Cigna Investments
Connecticut
$771K -$12.1K -40 -2%
CCG
724
Catalina Capital Group
California
$754K
HFM
725
Hartford Funds Management
Pennsylvania
$753K +$733K +2,431 New

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.