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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
TIAA Trust, National Association
776
TIAA Trust, National Association
North Carolina
$712K -$638K -2,020 -49%
RIA
777
Regal Investment Advisors
Michigan
$711K +$113K +358 +21%
GL
778
Graypoint LLC
New York
$711K +$42.3K +134 +7%
ST
779
Somerset Trust
Pennsylvania
$705K -$15.5K -49 -2%
CG
780
Cynosure Group
Utah
$699K -$23.7K -75 -4%
NPT
781
Nixon Peabody Trust
Massachusetts
$699K -$174K -550 -21%
LCWP
782
Legacy Capital Wealth Partners
Arkansas
$696K +$32.9K +104 +5%
OC
783
Oakworth Capital
Alabama
$694K +$2.84K +9 +0.4%
SAM
784
Smartleaf Asset Management
Massachusetts
$691K +$13.3K +42 +2%
BFO
785
Biltmore Family Office
North Carolina
$690K
GM
786
GeoWealth Management
Illinois
$681K -$35.7K -113 -5%
HKAM
787
Horizon Kinetics Asset Management
New York
$676K
CT
788
Caldwell Trust
Florida
$671K +$83.4K +264 +16%
QI
789
Qtron Investments
Massachusetts
$671K +$153K +484 +33%
LF
790
Lantz Financial
Illinois
$671K +$48K +152 +8%
FMLI
791
Fukoku Mutual Life Insurance
Japan
$670K -$12.6K -40 -2%
RFO
792
RiverGlades Family Offices
Florida
$670K +$24.3K +77 +4%
PP
793
Patron Partners
Texas
$669K +$56.9K +180 +10%
PFG
794
PAX Financial Group
Texas
$668K -$166K -526 -21%
RBI
795
Raiffeisen Bank International
Austria
$664K +$303K +960 +97%
DWM
796
Drive Wealth Management
Utah
$661K -$4.11K -13 -0.7%
ILI
797
Invesco LLC (Illinois)
Illinois
$661K +$17.7K +56 +3%
IWC
798
Integrated Wealth Concepts
Massachusetts
$654K +$26.2K +83 +5%
NCM
799
Northside Capital Management
Oregon
$653K
HIA
800
Harbor Investment Advisory
Maryland
$649K +$316 +1 +0.1%

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.