We are live on ! Find out more
AJG icon

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
MFIM
851
Mesirow Financial Investment Management
Illinois
$543K +$497K +1,572 New
HPM
852
Hoxton Planning & Management
West Virginia
$538K +$2.21K +7 +0.5%
VFA
853
Valeo Financial Advisors
Indiana
$537K +$54.3K +172 +12%
OWM
854
OneAscent Wealth Management
Alabama
$534K -$14.8K -47 -3%
FHA
855
First Horizon Advisors
Tennessee
$533K +$101K +321 +26%
QWP
856
Quotient Wealth Partners
Texas
$533K -$18K -57 -4%
MYIA
857
Mount Yale Investment Advisors
Colorado
$527K +$24.3K +77 +5%
IFS
858
Ifrah Financial Services
Arkansas
$524K -$35.7K -113 -7%
TTWM
859
TCV Trust & Wealth Management
Virginia
$524K -$94.8K -300 -17%
SWM
860
SeaCrest Wealth Management
New York
$521K +$73.3K +232 +18%
WWM
861
Western Wealth Management
Colorado
$520K -$6.95K -22 -1%
MWM
862
Modera Wealth Management
New Jersey
$520K -$16.4K -52 -3%
LFA
863
Longview Financial Advisors
Alabama
$520K -$14.5K -46 -3%
Walleye Capital
864
Walleye Capital
New York
$518K -$66.8M -211,388 -99%
ACP
865
Aviance Capital Partners
Florida
$518K
WPA
866
West Paces Advisors
Georgia
$518K
HWA
867
Heritage Wealth Advisors
Virginia
$517K
HCM
868
Howard Capital Management
Georgia
$513K -$223K -706 -32%
CSPIA
869
Cary Street Partners Investment Advisory
Virginia
$512K +$224K +709 +91%
SW
870
SteelPeak Wealth
California
$508K -$1.58K -5 -0.3%
SAW
871
Signal Advisors Wealth
Michigan
$500K -$5.05K -16 -1%
LSPW
872
Lake Street Private Wealth
Illinois
$496K -$55.3K -175 -11%
FIM
873
Freedom Investment Management
Connecticut
$495K -$55.6K -176 -11%
SWP
874
Sagespring Wealth Partners
Tennessee
$494K +$83.7K +265 +23%
TF
875
Tudor Financial
Ohio
$492K

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.