We are live on ! Find out more
AJG icon

Arthur J. Gallagher & Co

1,148 hedge funds and large institutions have $49.1B invested in Arthur J. Gallagher & Co in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 459 increasing their positions, 382 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $160M | Put options by funds: $102M

43% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 79

20% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 382

5% more capital invested

Capital invested by funds: $46.5B → $49.1B (+$2.55B)

3% more funds holding in top 10

Funds holding in top 10: 4041 (+1)

2% more funds holding

Funds holding: 1,1291,148 (+19)

0.7% more ownership

Funds ownership: 85.93%86.63% (+0.7%)

Holders
1,148
Holders Change
+19
Holders Change %
+1.68%
% of All Funds
16.58%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.59%
New
113
Increased
459
Reduced
382
Closed
79
Calls
$160M
Puts
$102M
Net Calls
+$58.4M
Net Calls Change
+$9.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EMAM
926
Encompass More Asset Management
California
$241K +$8.68K +35 +4%
IAG
927
Investmark Advisory Group
Connecticut
$240K
NB
928
Northwest Bancshares
Pennsylvania
$238K
SGI
929
Summit Global Investments
Utah
$236K -$7.44K -30 -3%
LFA
930
Legacy Financial Advisors
Kentucky
$236K +$23.1K +93 +11%
SAI
931
Savvy Advisors Inc
New York
$232K +$222K +894 New
MC
932
Moors & Cabot
Massachusetts
$231K -$3.47K -14 -2%
GWANC
933
Guardian Wealth Advisors (North Carolina)
North Carolina
$231K -$1.49K -6 -0.7%
WB
934
WesBanco Bank
West Virginia
$229K +$220K +885 New
C
935
Certuity
Florida
$229K +$219K +883 New
HI
936
Harbour Investments
Wisconsin
$229K +$16.1K +65 +8%
MHS
937
M Holdings Securities
Oregon
$226K +$216K +871 New
DC
938
Diametric Capital
Massachusetts
$226K +$216K +871 New
AA
939
Advisory Alpha
Michigan
$223K +$213K +859 New
PCP
940
Proficio Capital Partners
Massachusetts
$222K +$6.7K +27 +3%
DLA
941
Douglas Lane & Associates
New York
$221K -$47.4K -191 -18%
GT
942
Glenview Trust
Kentucky
$217K +$3.97K +16 +2%
JSL
943
JT Stratford LLC
Georgia
$214K -$1.74K -7 -0.8%
CA
944
Commerzbank Aktiengesellschaft
Germany
$214K +$204K +824 New
AL
945
Aspiriant LLC
California
$214K -$5.95K -24 -3%
KNFPWM
946
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$213K
LAM
947
L2 Asset Management
Massachusetts
$213K +$204K +821 New
TI
948
Truepoint Inc
Ohio
$212K
PP
949
PDS Planning
Ohio
$211K +$202K +814 New
LJAC
950
L.J. Altfest & Co
New York
$211K -$15.1K -61 -7%

AJG Hedge Fund Activity: Q2 2024 in Review

1,148 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2024, worth a combined $49.1B — up 5.5% from $46.5B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new AJG positions and 79 closed out — a net gain of 34 holders — while 459 added to existing stakes and 382 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $403M. The largest seller was Capital International Investors, cutting an estimated $213M.

  • 1,148 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2024, up from 1,129 in Q1 2024.
  • Funds reported $49.1B of Arthur J. Gallagher & Co stock for Q2 2024, up 5.5% quarter-over-quarter.
  • 113 funds opened new Arthur J. Gallagher & Co positions in Q2 2024 and 79 closed out, a net change of +34 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2024 was Fidelity Investments, an estimated $403M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2024 was Capital International Investors, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2024.