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Arthur J. Gallagher & Co

1,324 hedge funds and large institutions have $65.9B invested in Arthur J. Gallagher & Co in 2024 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 561 increasing their positions, 331 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 78

69% more repeat investments, than reductions

Existing positions increased: 561 | Existing positions reduced: 331

55% more funds holding in top 10

Funds holding in top 10: 3351 (+18)

47% more call options, than puts

Call options by funds: $275M | Put options by funds: $187M

25% more capital invested

Capital invested by funds: $52.8B → $65.9B (+$13.2B)

10% more funds holding

Funds holding: 1,1991,324 (+125)

7.36% more ownership

Funds ownership: 85.67%93.04% (+7.4%)

Holders
1,324
Holders Change
+125
Holders Change %
+10.43%
% of All Funds
17.44%
Holding in Top 10
51
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+54.55%
% of All Funds
0.67%
New
220
Increased
561
Reduced
331
Closed
78
Calls
$275M
Puts
$187M
Net Calls
+$88.3M
Net Calls Change
+$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
776
Mather Group
Illinois
$676K +$4.95K +17 +0.7%
SWM
777
Spire Wealth Management
Virginia
$674K +$84.1K +289 +14%
DT
778
Diversified Trust
Tennessee
$669K +$36.1K +124 +6%
EFL
779
ERn Financial LLC
Wisconsin
$666K +$5.53K +19 +0.8%
FFM
780
Forum Financial Management
Illinois
$666K +$873 +3 +0.1%
LOPW
781
Live Oak Private Wealth
North Carolina
$665K +$37.5K +129 +6%
PFPT
782
Pinnacle Financial Partners (Tennessee)
Tennessee
$664K +$23.3K +80 +4%
SC
783
Syon Capital
California
$663K -$11.1K -38 -2%
CAAS
784
Capital Asset Advisory Services
Michigan
$661K -$19.2K -66 -3%
ISL
785
Ingalls & Snyder LLC
New York
$660K +$1.46K +5 +0.2%
CG
786
Clifford Group
Massachusetts
$658K +$4.95K +17 +0.7%
PMA
787
Prudent Man Advisors
Illinois
$658K -$29.4K -101 -4%
EDRH
788
Edmond de Rothschild Holding
Switzerland
$653K -$79.2K -272 -11%
MA
789
Montag & Associates
Georgia
$653K
PFC
790
Phocas Financial Corp
California
$653K
CCB
791
Country Club Bank
Missouri
$648K
VSQM
792
V-Square Quantitative Management
Illinois
$643K +$28.2K +97 +4%
IAN
793
Integrated Advisors Network
Texas
$639K +$655K +2,251 New
BWP
794
Balboa Wealth Partners
Arizona
$639K +$23.9K +82 +4%
ACA
795
Aptus Capital Advisors
Alabama
$630K +$107K +367 +20%
HIC
796
Hartline Investment Corp
Illinois
$624K
WDC
797
Woodward Diversified Capital
California
$623K -$508K -1,747 -44%
HCM
798
Howard Capital Management
Georgia
$622K +$235K +806 +58%
SYBT
799
Stock Yards Bank & Trust
Kentucky
$620K -$23.9K -82 -4%
APW
800
Austin Private Wealth
Texas
$614K +$89.6K +308 +17%

AJG Hedge Fund Activity: Q4 2024 in Review

1,324 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2024, worth a combined $65.9B — up 25% from $52.8B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new AJG positions and 78 closed out — a net gain of 142 holders — while 561 added to existing stakes and 331 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.24B. The largest seller was Baillie Gifford & Co, cutting an estimated $219M.

  • 1,324 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2024, up from 1,199 in Q3 2024.
  • Funds reported $65.9B of Arthur J. Gallagher & Co stock for Q4 2024, up 25% quarter-over-quarter.
  • 220 funds opened new Arthur J. Gallagher & Co positions in Q4 2024 and 78 closed out, a net change of +142 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2024 was JP Morgan Chase, an estimated $2.24B added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2024 was Baillie Gifford & Co, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2024.