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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
KWM
801
Kingsview Wealth Management
Oregon
$649K +$283K +897 +91%
MCM
802
Manchester Capital Management
Vermont
$640K +$219K +694 +60%
Balyasny Asset Management
803
Balyasny Asset Management
Illinois
$640K -$416M -1,317,652 -100%
SW
804
SMART Wealth
Nebraska
$639K +$46.1K +146 +9%
RCM
805
Raleigh Capital Management
North Carolina
$633K -$437K -1,384 -43%
MA
806
Mutual Advisors
Nebraska
$632K +$53.7K +170 +9%
SB
807
Simmons Bank
Arkansas
$631K +$12.3K +39 +2%
HNB
808
Huntington National Bank
Ohio
$631K +$42.3K +134 +8%
WA
809
Waverly Advisors
Alabama
$630K +$632 +2 +0.1%
ACS
810
Archford Capital Strategies
Illinois
$626K +$4.42K +14 +0.8%
LS
811
Livforsakringsbolaget Skandia
Sweden
$624K
SFS
812
Sowell Financial Services
Arkansas
$618K +$565K +1,790 New
CIS
813
Custom Index Systems
New York
$618K +$565K +1,789 New
WI
814
WrapManager Inc
California
$614K -$37.6K -119 -6%
CPC
815
Cookson Peirce & Co
Pennsylvania
$613K +$8.53K +27 +2%
CI
816
CX Institutional
Indiana
$611K +$48.6K +154 +10%
BCAM
817
Boston Common Asset Management
Massachusetts
$603K
MSWM
818
McGlone Suttner Wealth Management
Wisconsin
$603K -$291K -922 -35%
BAM
819
Belpointe Asset Management
Nevada
$602K +$551K +1,744 New
FCA
820
Fortis Capital Advisors
Kansas
$602K +$551K +1,744 New
RIL
821
Rothschild Investment LLC
Illinois
$601K -$20.2K -64 -4%
OWP
822
Obermeyer Wealth Partners
Colorado
$601K -$19.6K -62 -3%
BMCM
823
Burns Matteson Capital Management
New York
$601K +$238K +753 +76%
CW
824
CreativeOne Wealth
Kansas
$596K -$91K -288 -14%
JIC
825
Johnson Investment Counsel
Ohio
$592K +$66.3K +210 +14%

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.