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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
SPWG
901
Syntegra Private Wealth Group
Missouri
$387K +$12.1K +40 +3%
AWM
902
Angeles Wealth Management
California
$385K -$2.41K -8 -0.6%
IAN
903
Integrated Advisors Network
Texas
$383K -$45.5K -151 -11%
SAI
904
Savvy Advisors Inc
New York
$382K -$37.1K -123 -9%
RBC
905
Roble Belko & Company
Pennsylvania
$381K +$60.9K +202 +20%
DAM
906
Deltec Asset Management
New York
$381K +$371K +1,230 New
AA
907
Alta Advisers
United Kingdom
$377K
HPC
908
HM Payson & Co
Maine
$377K +$30.1K +100 +9%
KCM
909
Kathmere Capital Management
Pennsylvania
$377K -$3.02K -10 -0.8%
Walleye Capital
910
Walleye Capital
New York
$376K -$1.11M -3,689 -75%
IWC
911
Integrated Wealth Concepts
Massachusetts
$374K -$29.5K -98 -8%
HI
912
Harbour Investments
Wisconsin
$373K -$81.7K -271 -18%
API
913
Asset Planning Inc
California
$373K +$603 +2 +0.2%
MSWM
914
Mowery & Schoenfeld Wealth Management
Illinois
$373K
ST
915
Spinnaker Trust
Maine
$370K
LAM
916
L2 Asset Management
Massachusetts
$370K +$17.8K +59 +5%
OFO
917
OneAscent Family Office
Alabama
$369K -$19.3K -64 -5%
PWP
918
Principle Wealth Partners
Connecticut
$369K
CIC
919
Carnegie Investment Counsel
Ohio
$369K -$5.13K -17 -1%
WIC
920
Wilkins Investment Counsel
Massachusetts
$367K
MWM
921
Moran Wealth Management
Florida
$367K +$49.7K +165 +16%
SLWA
922
San Luis Wealth Advisors
California
$363K +$9.65K +32 +3%
LAM
923
Lifestyle Asset Management
Texas
$361K +$28K +93 +9%
PWM
924
Prosperity Wealth Management
California
$360K +$351K +1,163 New
OHWA
925
Oak Hill Wealth Advisors
Virginia
$359K

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.