AJG icon

Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,340 hedge funds and large institutions have $77.2B invested in Arthur J. Gallagher & Co in 2025 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 541 increasing their positions, 443 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
+29
Holders Change %
+2.21%
% of All Funds
18.2%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.67%
New
175
Increased
541
Reduced
443
Closed
120
Calls
$167M
Puts
$64.3M
Net Calls
+$102M
Net Calls Change
+$14M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.66B
2
Capital World Investors
Capital World Investors
California
+$1.17B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$611M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$413M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$255M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$981M
2
Citadel Advisors
Citadel Advisors
Florida
-$819M
3
Jane Street
Jane Street
New York
-$621M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$591M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
KP
826
Keel Point
Alabama
$573K +$178K +517 +45%
MWM
827
Mission Wealth Management
California
$573K +$15.9K +46 +3%
BCWM
828
Bartlett & Co Wealth Management
Ohio
$570K +$345 +1 +0.1%
QWM
829
Quadcap Wealth Management
Texas
$564K -$40.1K -116 -7%
SPC
830
Sigma Planning Corp
Michigan
$563K -$690 -2 -0.1%
ANBT
831
American National Bank & Trust
Texas
$562K -$92.9K -269 -14%
NICM
832
Neo Ivy Capital Management
New York
$561K +$561K +1,624 New
CAM
833
Cozad Asset Management
Illinois
$558K – – –
DAS
834
Dynamic Advisor Solutions
Arizona
$557K +$16.2K +47 +3%
BS
835
Banco Santander
Spain
$557K +$69.7K +202 +14%
BP
836
Ballentine Partners
Massachusetts
$556K +$137K +396 +33%
SQA
837
Simon Quick Advisors
New Jersey
$553K +$276K +798 +99%
ACG
838
Allen Capital Group
Nebraska
$553K +$11.4K +33 +2%
MSS
839
Mitchell Sinkler & Starr
Pennsylvania
$552K -$34.5K -100 -6%
LIA
840
LS Investment Advisors
Michigan
$552K – – –
ANTB
841
AMG National Trust Bank
Colorado
$544K +$1.04K +3 +0.2%
MFIM
842
Mesirow Financial Investment Management
Illinois
$543K +$543K +1,572 New
HPM
843
Hoxton Planning & Management
West Virginia
$538K +$2.42K +7 +0.5%
VFA
844
Valeo Financial Advisors
Indiana
$537K +$59.4K +172 +12%
OWM
845
OneAscent Wealth Management
Alabama
$534K -$16.2K -47 -3%
FHA
846
First Horizon Advisors
Tennessee
$533K +$111K +321 +26%
QWP
847
Quotient Wealth Partners
Texas
$533K -$19.7K -57 -4%
MYIA
848
Mount Yale Investment Advisors
Colorado
$527K +$26.6K +77 +5%
IFS
849
Ifrah Financial Services
Arkansas
$524K -$39K -113 -7%
TTWM
850
TCV Trust & Wealth Management
Virginia
$524K -$104K -300 -17%
32 33
34
35 36