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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,340 hedge funds and large institutions have $77.2B invested in Arthur J. Gallagher & Co in 2025 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 541 increasing their positions, 443 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
+29
Holders Change %
+2.21%
% of All Funds
18.2%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.67%
New
175
Increased
541
Reduced
443
Closed
120
Calls
$167M
Puts
$64.3M
Net Calls
+$102M
Net Calls Change
+$14M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.66B
2
Capital World Investors
Capital World Investors
California
+$1.17B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$611M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$413M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$255M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$981M
2
Citadel Advisors
Citadel Advisors
Florida
-$819M
3
Jane Street
Jane Street
New York
-$621M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$591M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
OHWA
926
Oak Hill Wealth Advisors
Virginia
$400K – – –
SWA
927
Stratos Wealth Advisors
Ohio
$400K -$48K -139 -11%
WFP
928
Wrenne Financial Planning
Kentucky
$399K +$690 +2 +0.2%
LFA
929
Legacy Financial Advisors
Kentucky
$398K +$55.2K +160 +16%
SAI
930
Savvy Advisors Inc
New York
$397K -$26.2K -76 -6%
NCFG
931
New Century Financial Group
New Jersey
$396K -$685K -1,984 -63%
TFS
932
Thoroughbred Financial Services
Tennessee
$394K +$6.21K +18 +2%
CMAI
933
Capital Management Associates Inc
Minnesota
$394K +$394K +1,140 New
CHC
934
City Holding Co
West Virginia
$394K +$11.7K +34 +3%
SLWA
935
San Luis Wealth Advisors
California
$393K +$346 +1 +0.1%
FPAS
936
Focus Partners Advisor Solutions
Missouri
$392K +$145K +419 +59%
CAMG
937
CWA Asset Management Group
Florida
$388K +$71.5K +207 +23%
AWM
938
Angeles Wealth Management
California
$388K +$38K +110 +11%
BMWM
939
Brown Miller Wealth Management
Virginia
$388K +$388K +1,123 New
Federated Hermes
940
Federated Hermes
Pennsylvania
$386K +$131K +379 +51%
FIA
941
Foundations Investment Advisors
Arizona
$385K +$21.1K +61 +6%
OHWP
942
Oak Harbor Wealth Partners
North Carolina
$384K +$384K +1,113 New
EM
943
Excalibur Management
Massachusetts
$383K – – –
CWAG
944
Compton Wealth Advisory Group
Virginia
$383K -$166K -482 -30%
Kayne Anderson Rudnick Investment Management
945
Kayne Anderson Rudnick Investment Management
California
$381K +$369K +1,070 +3,242%
CCM
946
Carderock Capital Management
Maryland
$380K -$34.5K -100 -8%
CB
947
Cadence Bank
Mississippi
$380K +$43.2K +125 +13%
DFP
948
Defined Financial Planning
California
$378K – – –
KIA
949
KCM Investment Advisors
California
$377K +$3.11K +9 +0.8%
CIC
950
Carnegie Investment Counsel
Ohio
$376K +$4.36K +14 +1%
36 37
38
39 40