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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
SWP
801
Sagespring Wealth Partners
Tennessee
$557K +$11.5K +38 +2%
TWC
802
TD Waterhouse Canada
Ontario, Canada
$556K -$3.38M -11,208 -86%
VFA
803
Valeo Financial Advisors
Indiana
$555K +$56.1K +186 +12%
MSS
804
Mitchell Sinkler & Starr
Pennsylvania
$554K
CI
805
CX Institutional
Indiana
$552K +$10.9K +36 +2%
SF
806
Summit Financial
New Jersey
$550K -$288K -954 -35%
GM
807
GeoWealth Management
Illinois
$550K -$17.2K -57 -3%
MSWM
808
McGlone Suttner Wealth Management
Wisconsin
$549K +$301 +1 +0.1%
OWP
809
Obermeyer Wealth Partners
Colorado
$545K +$6.33K +21 +1%
SCM
810
Shelton Capital Management
Colorado
$544K
BCAM
811
Boston Common Asset Management
Massachusetts
$541K
CPC
812
Cookson Peirce & Co
Pennsylvania
$538K
QIM
813
Quantitative Investment Management
Virginia
$538K +$524K +1,738 New
NPT
814
Nixon Peabody Trust
Massachusetts
$534K -$82.9K -275 -14%
ILI
815
Invesco LLC (Illinois)
Illinois
$534K +$19.6K +65 +4%
EI
816
Ellevest Inc
New York
$533K +$16.3K +54 +3%
CA
817
Commerzbank Aktiengesellschaft
Germany
$521K
PMSA
818
Patrick M. Sweeney & Associates
Illinois
$519K
DWM
819
Drive Wealth Management
Utah
$518K -$66K -219 -12%
MIM
820
Miller Investment Management
Pennsylvania
$518K
OWM
821
OneAscent Wealth Management
Alabama
$515K +$6.33K +21 +1%
BCWM
822
Bartlett & Co Wealth Management
Ohio
$515K +$3.62K +12 +0.7%
RIL
823
Rothschild Investment LLC
Illinois
$513K -$15.1K -50 -3%
PWM
824
Perigon Wealth Management
California
$511K +$7.24K +24 +1%
SFS
825
Sowell Financial Services
Arkansas
$510K -$43.7K -145 -8%

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.