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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
JSW
851
Journey Strategic Wealth
New Jersey
$480K +$13K +43 +3%
APW
852
Austin Private Wealth
Texas
$478K +$39.2K +130 +9%
HPM
853
Hoxton Planning & Management
West Virginia
$477K +$1.81K +6 +0.4%
WWM
854
Western Wealth Management
Colorado
$470K +$3.32K +11 +0.7%
OF
855
Optimize Financial
California
$466K +$454K +1,506 New
LFA
856
Longview Financial Advisors
Alabama
$465K
FB
857
Fulton Bank
Pennsylvania
$465K +$128K +424 +39%
ACP
858
Aviance Capital Partners
Florida
$465K
BFO
859
Biltmore Family Office
North Carolina
$465K
WPA
860
West Paces Advisors
Georgia
$465K
HWA
861
Heritage Wealth Advisors
Virginia
$464K
ONSWM
862
Old North State Wealth Management
North Carolina
$464K +$4.22K +14 +0.9%
SWA
863
Stratos Wealth Advisors
Ohio
$463K +$65.7K +218 +17%
MWM
864
Modera Wealth Management
New Jersey
$461K -$11.5K -38 -2%
QWM
865
Quadcap Wealth Management
Texas
$459K -$47.6K -158 -10%
HAS
866
HBW Advisory Services
California
$455K +$120K +398 +37%
IFS
867
Ifrah Financial Services
Arkansas
$452K -$10.6K -35 -2%
TP
868
Tranquility Partners
Tennessee
$452K -$63.6K -211 -13%
CIAS
869
Capital Investment Advisory Services
North Carolina
$450K +$3.62K +12 +0.8%
KWM
870
Kingsview Wealth Management
Oregon
$448K -$13K -43 -3%
MYIA
871
Mount Yale Investment Advisors
Colorado
$447K -$137K -456 -24%
CW
872
CreativeOne Wealth
Kansas
$446K -$87.1K -289 -17%
CI
873
Conning Inc
Connecticut
$442K
TF
874
Tudor Financial
Ohio
$441K -$603 -2 -0.1%
AWA
875
Aaron Wealth Advisors
Illinois
$440K +$428K +1,420 New

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.