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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
SPWG
926
Syntegra Private Wealth Group
Missouri
$415K -$5.69K -18 -1%
EMAM
927
Encompass More Asset Management
California
$414K -$17.4K -55 -4%
API
928
Asset Planning Inc
California
$414K +$632 +2 +0.2%
ST
929
Spinnaker Trust
Maine
$413K
PPC
930
Park Place Capital
Alabama
$412K -$5.05K -16 -1%
SMA
931
Sage Mountain Advisors
Georgia
$406K +$71.1K +225 +24%
HSA
932
HBK Sorce Advisory
Pennsylvania
$403K -$1.58K -5 -0.4%
PWG
933
Portside Wealth Group
Utah
$401K +$73K +231 +25%
VAG
934
VisionPoint Advisory Group
Texas
$401K -$22.1K -70 -6%
OHWA
935
Oak Hill Wealth Advisors
Virginia
$400K
SWA
936
Stratos Wealth Advisors
Ohio
$400K -$43.9K -139 -11%
WFP
937
Wrenne Financial Planning
Kentucky
$399K +$632 +2 +0.2%
LFA
938
Legacy Financial Advisors
Kentucky
$398K +$50.5K +160 +16%
SAI
939
Savvy Advisors Inc
New York
$397K -$24K -76 -6%
NCFG
940
New Century Financial Group
New Jersey
$396K -$627K -1,984 -63%
TFS
941
Thoroughbred Financial Services
Tennessee
$394K +$5.69K +18 +2%
CMAI
942
Capital Management Associates Inc
Minnesota
$394K +$360K +1,140 New
CHC
943
City Holding Co
West Virginia
$394K +$10.7K +34 +3%
SLWA
944
San Luis Wealth Advisors
California
$393K +$316 +1 +0.1%
FPAS
945
Focus Partners Advisor Solutions
Missouri
$392K +$132K +419 +59%
CAMG
946
CWA Asset Management Group
Florida
$388K +$65.4K +207 +23%
AWM
947
Angeles Wealth Management
California
$388K +$34.7K +110 +11%
BMWM
948
Brown Miller Wealth Management
Virginia
$388K +$355K +1,123 New
Federated Hermes
949
Federated Hermes
Pennsylvania
$386K +$120K +379 +51%
FIA
950
Foundations Investment Advisors
Arizona
$385K +$19.3K +61 +6%

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.