We are live on ! Find out more
AJG icon

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
ANBT
951
American National Bank & Trust
Texas
$332K -$112K -370 -26%
LFA
952
Legacy Financial Advisors
Kentucky
$332K -$40.7K -135 -11%
CWM
953
Cahaba Wealth Management
Georgia
$332K -$603 -2 -0.2%
SCP
954
Sivia Capital Partners
California
$330K +$8.74K +29 +3%
FBB
955
Fulton Breakefield Broenniman
Maryland
$327K +$318K +1,055 New
EIP
956
Epoch Investment Partners
New York
$326K
CFFP
957
Center for Financial Planning
Michigan
$326K +$156K +516 +96%
CCM
958
Carderock Capital Management
Maryland
$325K
RSC
959
Red Spruce Capital
Pennsylvania
$325K
CCIA
960
Cherry Creek Investment Advisors
Colorado
$325K
PWG
961
Portside Wealth Group
Utah
$325K -$62.4K -207 -16%
HKIMG
962
Hutchens & Kramer Investment Management Group
Indiana
$325K -$4.82K -16 -2%
FBFS
963
First Business Financial Services
Wisconsin
$321K
IFG
964
Independent Financial Group
California
$321K +$48.8K +162 +19%
BTWM
965
Baker Tilly Wealth Management
Wisconsin
$320K +$72K +239 +30%
KA
966
KLCM Advisors
Wisconsin
$320K +$20.2K +67 +7%
PAS
967
Parsonex Advisory Services
Colorado
$319K +$1.51K +5 +0.5%
CHC
968
City Holding Co
West Virginia
$317K -$35.6K -118 -10%
AIA
969
AssuredPartners Investment Advisors
Florida
$315K -$603 -2 -0.2%
TCBWMS
970
Texas Capital Bank Wealth Management Services
Texas
$314K +$306K +1,014 New
MK
971
MASTERINVEST Kapitalanlage
$314K +$33.2K +110 +12%
CWIG
972
Chung Wu Investment Group
Texas
$313K +$286K +950 +1,532%
GT
973
Glenview Trust
Kentucky
$313K -$10.9K -36 -3%
FIA
974
Foundations Investment Advisors
Arizona
$312K -$31.4K -104 -9%
CAI
975
Capital Advisors Inc
Oklahoma
$311K -$1.21K -4 -0.4%

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.