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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 %
HIC
751
Hartline Investment Corp
Illinois
$760K – – –
CG
752
Clifford Group
Massachusetts
$758K -$42.1K -122 -5%
FFM
753
Forum Financial Management
Illinois
$751K -$59.4K -172 -7%
PTC
754
Private Trust Company
Ohio
$749K +$25.9K +75 +4%
PCS
755
Personal CFO Solutions
New Jersey
$746K +$119K +346 +19%
IA
756
IFP Advisors
Florida
$744K +$144K +416 +24%
GC
757
Garde Capital
Washington
$739K +$393K +1,139 +114%
P
758
Pitcairn
Pennsylvania
$733K +$20.7K +60 +3%
ST
759
Smithfield Trust
Pennsylvania
$733K – – –
CTA
760
Colonial Trust Advisors
South Carolina
$728K – – –
PFA
761
Pathway Financial Advisors
Vermont
$725K – – –
VSQM
762
V-Square Quantitative Management
Illinois
$722K -$60.1K -174 -8%
4WM
763
44 Wealth Management
Oregon
$719K +$24.5K +71 +4%
EDRH
764
Edmond de Rothschild Holding
Switzerland
$716K -$78.7K -228 -10%
EWA
765
EP Wealth Advisors
California
$715K +$39.4K +114 +6%
NP
766
NorthRock Partners
Minnesota
$714K +$690 +2 +0.1%
BWP
767
Balboa Wealth Partners
Arizona
$713K -$64.2K -186 -8%
TIAA Trust, National Association
768
TIAA Trust, National Association
North Carolina
$712K -$697K -2,020 -49%
RIA
769
Regal Investment Advisors
Michigan
$711K +$124K +358 +21%
GL
770
Graypoint LLC
New York
$711K +$46.3K +134 +7%
ST
771
Somerset Trust
Pennsylvania
$705K -$16.9K -49 -2%
CG
772
Cynosure Group
Utah
$699K -$25.9K -75 -4%
NPT
773
Nixon Peabody Trust
Massachusetts
$699K -$190K -550 -21%
LCWP
774
Legacy Capital Wealth Partners
Arkansas
$696K +$35.9K +104 +5%
OC
775
Oakworth Capital
Alabama
$694K +$3.11K +9 +0.4%
29 30
31
32 33