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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
MA
776
Mutual Advisors
Nebraska
$610K +$50.3K +167 +8%
LCWP
777
Legacy Capital Wealth Partners
Arkansas
$608K +$301 +1 +0.1%
EAM
778
Empirical Asset Management
Massachusetts
$608K +$448K +1,485 +65%
HKAM
779
Horizon Kinetics Asset Management
New York
$606K
WA
780
Waverly Advisors
Alabama
$606K -$23.5K -78 -4%
FMLI
781
Fukoku Mutual Life Insurance
Japan
$602K
ECM
782
EagleClaw Capital Management
Massachusetts
$601K +$585K +1,940 New
DIA
783
Dana Investment Advisors
Wisconsin
$600K -$383K -1,271 -40%
CT
784
Caldwell Trust
Florida
$599K -$19K -63 -3%
FCP
785
Fidelis Capital Partners
Florida
$596K +$16K +53 +3%
SW
786
SteelPeak Wealth
California
$592K +$301 +1 +0.1%
BWP
787
Balboa Wealth Partners
Arizona
$589K -$49.1K -163 -8%
BS
788
Banco Santander
Spain
$587K +$85.3K +283 +18%
NCM
789
Northside Capital Management
Oregon
$586K
HIA
790
Harbor Investment Advisory
Maryland
$583K -$1.51K -5 -0.3%
APP
791
Avantax Planning Partners
Iowa
$581K -$253K -838 -31%
WWM
792
Wolff Wiese Magana
California
$580K +$13.9K +46 +3%
SB
793
Simmons Bank
Arkansas
$575K +$28.3K +94 +5%
ACG
794
Allen Capital Group
Nebraska
$572K -$9.04K -30 -2%
Capstone Investment Advisors
795
Capstone Investment Advisors
New York
$571K -$16.7M -55,330 -97%
HCM
796
Howard Capital Management
Georgia
$562K +$9.95K +33 +2%
ACS
797
Archford Capital Strategies
Illinois
$562K -$11.5K -38 -2%
P
798
Pitcairn
Pennsylvania
$559K -$229K -758 -30%
LS
799
Livforsakringsbolaget Skandia
Sweden
$559K
DAS
800
Dynamic Advisor Solutions
Arizona
$557K +$21.7K +72 +4%

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.