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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
WFP
926
Wrenne Financial Planning
Kentucky
$358K -$3.92K -13 -1%
BFO
927
Boston Family Office
Massachusetts
$356K
SIA
928
Strategic Investment Advisors
Michigan
$354K +$344K +1,142 New
TAM
929
Tucker Asset Management
Colorado
$350K -$6.33K -21 -2%
MHC
930
Meyer Handelman Company
New York
$350K +$341K +1,131 New
CAMG
931
CWA Asset Management Group
Florida
$349K
KIA
932
KCM Investment Advisors
California
$349K +$13.3K +44 +4%
PP
933
PDS Planning
Ohio
$348K +$9.65K +32 +3%
HSA
934
HBK Sorce Advisory
Pennsylvania
$347K +$9.35K +31 +3%
PCH
935
PGIM Custom Harvest
New Jersey
$345K +$1.21K +4 +0.4%
VAG
936
VisionPoint Advisory Group
Texas
$345K -$36.8K -122 -10%
BMCM
937
Burns Matteson Capital Management
New York
$344K -$201K -668 -38%
EM
938
Excalibur Management
Massachusetts
$344K
CB
939
Cadence Bank
Mississippi
$343K +$1.81K +6 +0.5%
SFA
940
Souders Financial Advisors
Ohio
$343K +$52.5K +174 +19%
SP
941
Successful Portfolios
Florida
$342K -$33.8K -112 -9%
NAM
942
NTV Asset Management
West Virginia
$340K +$86.2K +286 +35%
GWP
943
Gen-Wealth Partners
Michigan
$339K -$17.2K -57 -5%
PIA
944
Perennial Investment Advisors
California
$337K -$301 -1 -0.1%
CPWA
945
Cerro Pacific Wealth Advisors
California
$337K +$29.2K +97 +10%
VFA
946
Values First Advisors
Tennessee
$335K -$5.43K -18 -2%
WBC
947
Westpac Banking Corp
Australia
$334K
FPL
948
Fortress Private Ledger
North Carolina
$334K -$14.5K -48 -4%
CCM
949
Cinctive Capital Management
New York
$333K -$687K -2,280 -68%
PFG
950
Prosperity Financial Group
California
$332K +$48.2K +160 +18%

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.