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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
OHWP
951
Oak Harbor Wealth Partners
North Carolina
$384K +$352K +1,113 New
EM
952
Excalibur Management
Massachusetts
$383K
CWAG
953
Compton Wealth Advisory Group
Virginia
$383K -$152K -482 -30%
TAM
954
Tucker Asset Management
Colorado
$382K -$98.6K -312 -22%
Kayne Anderson Rudnick Investment Management
955
Kayne Anderson Rudnick Investment Management
California
$381K +$338K +1,070 +3,242%
CCM
956
Carderock Capital Management
Maryland
$380K -$31.6K -100 -8%
CB
957
Cadence Bank
Mississippi
$380K +$39.5K +125 +13%
DFP
958
Defined Financial Planning
California
$378K
KIA
959
KCM Investment Advisors
California
$377K +$2.84K +9 +0.8%
CIC
960
Carnegie Investment Counsel
Ohio
$376K +$4.42K +14 +1%
PA
961
Prossimo Advisors
California
$373K
WBC
962
Westpac Banking Corp
Australia
$373K -$41.7K -132 -11%
CSP
963
Cary Street Partners
Virginia
$372K -$262K -828 -43%
LAM
964
L2 Asset Management
Massachusetts
$371K +$73.9K +234 +28%
LCGC
965
Legacy Capital Group California
California
$370K +$339K +1,072 New
CWM
966
Cahaba Wealth Management
Georgia
$370K -$14.5K -46 -4%
PIA
967
Perennial Investment Advisors
California
$368K +$24K +76 +8%
SCP
968
Sivia Capital Partners
California
$366K +$11.7K +37 +4%
Los Angeles Capital Management
969
Los Angeles Capital Management
California
$365K -$7.9K -25 -2%
FB
970
Fulton Bank
Pennsylvania
$363K +$14.5K +46 +5%
Financial Engines Advisors
971
Financial Engines Advisors
California
$363K +$4.11K +13 +1%
RSC
972
Red Spruce Capital
Pennsylvania
$363K
CCIA
973
Cherry Creek Investment Advisors
Colorado
$362K
IAIM
974
International Assets Investment Management
Florida
$361K +$51.8K +164 +19%
PCP
975
Proficio Capital Partners
Massachusetts
$361K +$31K +98 +10%

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.