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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,340 hedge funds and large institutions have $77.2B invested in Arthur J. Gallagher & Co in 2025 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 541 increasing their positions, 443 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
+29
Holders Change %
+2.21%
% of All Funds
18.2%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.67%
New
175
Increased
541
Reduced
443
Closed
120
Calls
$167M
Puts
$64.3M
Net Calls
+$102M
Net Calls Change
+$14M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.66B
2
Capital World Investors
Capital World Investors
California
+$1.17B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$611M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$413M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$255M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$981M
2
Citadel Advisors
Citadel Advisors
Florida
-$819M
3
Jane Street
Jane Street
New York
-$621M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$591M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
726
Ameritas Investment Partners
Nebraska
$843K – – –
RC
727
Roundview Capital
New Jersey
$842K +$3.45K +10 +0.4%
MG
728
Mather Group
Illinois
$842K +$20K +58 +2%
BCA
729
Bay Colony Advisors
Massachusetts
$837K -$15.3K -45 -2%
DWM
730
Dynasty Wealth Management
Florida
$837K +$9.67K +28 +1%
AIM
731
Anchor Investment Management
South Carolina
$836K – – –
PMA
732
Prudent Man Advisors
Illinois
$825K +$24.9K +72 +3%
FWMP
733
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$823K -$53.9K -156 -6%
AWM
734
Accurate Wealth Management
Florida
$819K -$263K -788 -24%
SC
735
Syon Capital
California
$818K +$11.7K +34 +1%
AA
736
Advisory Alpha
Michigan
$814K +$275K +797 +51%
LOPW
737
Live Oak Private Wealth
North Carolina
$809K – – –
CIA
738
Choate Investment Advisors
Massachusetts
$808K -$19.7K -57 -2%
ISL
739
Ingalls & Snyder LLC
New York
$804K +$691 +2 +0.1%
EH
740
Equitable Holdings
New York
$802K +$157K +454 +24%
EFL
741
ERn Financial LLC
Wisconsin
$800K -$9.67K -28 -1%
CAAS
742
Capital Asset Advisory Services
Michigan
$800K -$11K -32 -1%
MA
743
Montag & Associates
Georgia
$794K – – –
PFC
744
Phocas Financial Corp
California
$794K – – –
VCM
745
Virtue Capital Management
Tennessee
$790K -$222K -643 -22%
SCM
746
SCS Capital Management
Massachusetts
$786K +$786K +2,277 New
EI
747
Ellevest Inc
New York
$784K +$196K +568 +33%
SYBT
748
Stock Yards Bank & Trust
Kentucky
$783K +$29.7K +86 +4%
CP
749
Clarendon Private
Massachusetts
$783K +$206K +597 +36%
CCB
750
Country Club Bank
Missouri
$776K – – –
28 29
30
31 32