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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
JWCA
901
J.W. Coons Advisors
Ohio
$449K -$31.6K -100 -7%
ONSWM
902
Old North State Wealth Management
North Carolina
$447K +$63.8K +202 +19%
FPL
903
Fortress Private Ledger
North Carolina
$447K +$51.5K +163 +14%
RW
904
Ridgeline Wealth
Arizona
$447K
FCM
905
Fieldview Capital Management
Michigan
$439K -$929K -2,942 -70%
EIP
906
Epoch Investment Partners
New York
$439K
MSWM
907
Mowery & Schoenfeld Wealth Management
Illinois
$436K -$75.8K -240 -16%
SIG
908
Stonegate Investment Group
Alabama
$435K -$74.2K -235 -16%
CP
909
CenterBook Partners
Connecticut
$435K -$1.15M -3,645 -74%
GWP
910
Gen-Wealth Partners
Michigan
$434K -$99.8K -316 -20%
SCM
911
Shelton Capital Management
Colorado
$434K
NAS
912
Nicolet Advisory Services
Wisconsin
$434K +$46.7K +148 +13%
WIA
913
World Investment Advisors
California
$433K +$73.9K +234 +23%
CWM
914
Challenger Wealth Management
California
$433K +$316 +1 +0.1%
RMCM
915
Reynders McVeigh Capital Management
Massachusetts
$432K
BAM
916
Berkshire Asset Management
Pennsylvania
$431K
SG
917
StoneX Group
New York
$428K -$12.6K -40 -3%
SSB
918
Sandy Spring Bank
Maryland
$426K +$6.32K +20 +2%
VFA
919
Values First Advisors
Tennessee
$421K -$38.5K -122 -9%
SP
920
Successful Portfolios
Florida
$421K -$5.37K -17 -1%
HAS
921
HBW Advisory Services
California
$421K +$27.5K +87 +8%
AA
922
Alta Advisers
United Kingdom
$421K +$158K +500 +70%
KCM
923
Kathmere Capital Management
Pennsylvania
$419K +$5.05K +16 +1%
AIA
924
AssuredPartners Investment Advisors
Florida
$418K -$632 -2 -0.2%
CIA
925
Compass Ion Advisors
Pennsylvania
$417K -$1.9K -6 -0.5%

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.