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Arthur J. Gallagher & Co

1,379 hedge funds and large institutions have $72.8B invested in Arthur J. Gallagher & Co in 2025 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 565 increasing their positions, 476 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 103

19% more repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 476

11% more call options, than puts

Call options by funds: $164M | Put options by funds: $148M

1% more funds holding

Funds holding: 1,3591,379 (+20)

0.49% less ownership

Funds ownership: 89.55%89.07% (-0.49%)

8% less capital invested

Capital invested by funds: $79B → $72.8B (-$6.15B)

24% less funds holding in top 10

Funds holding in top 10: 4937 (-12)

Holders
1,379
Holders Change
+20
Holders Change %
+1.47%
% of All Funds
18.15%
Holding in Top 10
37
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24.49%
% of All Funds
0.49%
New
137
Increased
565
Reduced
476
Closed
103
Calls
$164M
Puts
$148M
Net Calls
+$16.1M
Net Calls Change
-$86.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
851
ClearAlpha Technologies
Connecticut
$549K +$565K +1,715 New
PPWM
852
Paragon Private Wealth Management
Kentucky
$549K +$135K +409 +31%
PFG
853
PAX Financial Group
Texas
$547K -$74.5K -226 -12%
RIL
854
Rothschild Investment LLC
Illinois
$546K -$11.5K -35 -2%
Nomura Holdings
855
Nomura Holdings
Japan
$543K -$2.09M -6,344 -79%
QWP
856
Quotient Wealth Partners
Texas
$542K +$49.8K +151 +10%
SWM
857
Spire Wealth Management
Virginia
$541K -$380K -1,154 -41%
CA
858
Commerzbank Aktiengesellschaft
Germany
$539K
FCP
859
Fidelis Capital Partners
Florida
$535K +$17.5K +53 +3%
MIM
860
Miller Investment Management
Pennsylvania
$535K
TP
861
Tranquility Partners
Tennessee
$535K -$659 -2 -0.1%
EI
862
Ellevest Inc
New York
$534K -$199K -604 -27%
PMSA
863
Patrick M. Sweeney & Associates
Illinois
$533K -$8.24K -25 -1%
ILI
864
Invesco LLC (Illinois)
Illinois
$531K -$84.4K -256 -13%
BCWM
865
Bartlett & Co Wealth Management
Ohio
$528K -$330 -1 -0.1%
PIM
866
Plato Investment Management
Australia
$527K +$330 +1 +0.1%
OWM
867
OneAscent Wealth Management
Alabama
$526K +$32K +97 +6%
QWM
868
Quadcap Wealth Management
Texas
$525K +$2.31K +7 +0.4%
MWM
869
Mission Wealth Management
California
$523K -$8.57K -26 -2%
AFG
870
Atomi Financial Group
New York
$522K -$13.2K -40 -2%
PWM
871
Perigon Wealth Management
California
$520K +$68.9K +209 +15%
AFA
872
AA Financial Advisors
Ohio
$516K +$332K +1,006 +166%
BS
873
Banco Santander
Spain
$516K
MFIM
874
Mesirow Financial Investment Management
Illinois
$514K +$11.2K +34 +2%
VFA
875
Valeo Financial Advisors
Indiana
$513K +$15.8K +48 +3%

AJG Hedge Fund Activity: Q2 2025 in Review

1,379 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2025, worth a combined $72.8B — down 7.8% from $79B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new AJG positions and 103 closed out — a net gain of 34 holders — while 565 added to existing stakes and 476 trimmed.

The largest buyer was Sands Capital Management, adding an estimated $303M. The largest seller was BlackRock, cutting an estimated $382M.

  • 1,379 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2025, up from 1,359 in Q1 2025.
  • Funds reported $72.8B of Arthur J. Gallagher & Co stock for Q2 2025, down 7.8% quarter-over-quarter.
  • 137 funds opened new Arthur J. Gallagher & Co positions in Q2 2025 and 103 closed out, a net change of +34 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2025 was Sands Capital Management, an estimated $303M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2025 was BlackRock, an estimated $382M sold.

Based on aggregated 13F filings for Q2 2025.