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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
PP
976
PDS Planning
Ohio
$360K +$45.8K +145 +16%
GT
977
Glenview Trust
Kentucky
$359K +$19.3K +61 +6%
AP
978
Atwood & Palmer
Missouri
$359K +$153K +484 +87%
MBTD
979
Mechanics Bank - Trust Department
California
$358K +$328K +1,038 New
FBFS
980
First Business Financial Services
Wisconsin
$358K
CWIG
981
Chung Wu Investment Group
Texas
$356K +$326K +1,032 New
RBC
982
Roble Belko & Company
Pennsylvania
$355K -$23.1K -73 -7%
KA
983
Kozak & Associates
Colorado
$355K
LAM
984
Lifestyle Asset Management
Texas
$354K +$324K +1,026 New
WF
985
Wayfinding Financial
Washington
$354K -$71.4K -226 -18%
HKIMG
986
Hutchens & Kramer Investment Management Group
Indiana
$353K +$59.1K +187 +22%
CAI
987
Capital Advisors Inc
Oklahoma
$349K -$1.9K -6 -0.6%
RC
988
RBF Capital
California
$345K
RFG
989
RFP Financial Group
Georgia
$345K
LWM
990
LongView Wealth Management
Georgia
$345K -$948 -3 -0.3%
TFA
991
Trinity Financial Advisors
Ohio
$344K
PPWP
992
Premier Path Wealth Partners
New Jersey
$344K +$315K +998 New
ZBNA
993
Zions Bancorporation, National Association
Utah
$344K +$314K +995 New
EWM
994
Empirical Wealth Management
Washington
$342K +$313K +991 New
IWA
995
Icon Wealth Advisors
Texas
$341K +$312K +989 New
BMM
996
Buffington Mohr McNeal
Idaho
$341K +$312K +988 New
FDP
997
Financiere des Professionnels
Quebec, Canada
$341K +$312K +987 New
PWMAG
998
Pinnacle Wealth Management Advisory Group
New Jersey
$340K +$6K +19 +2%
CAM
999
Carret Asset Management
New York
$337K
GBT
1000
Grove Bank & Trust
Florida
$335K -$9.16K -29 -3%

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.