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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
SBFM
976
S-Bank Fund Management
Finland
$310K -$3.92K -13 -1%
RC
977
RBF Capital
California
$310K
RFG
978
RFP Financial Group
Georgia
$310K
TFA
979
Trinity Financial Advisors
Ohio
$310K
CFP
980
Catalyst Financial Partners
Massachusetts
$309K +$1.21K +4 +0.4%
GBT
981
Grove Bank & Trust
Florida
$307K
AP
982
Atwood & Palmer
Missouri
$306K -$15.4K -51 -5%
PWMAG
983
Pinnacle Wealth Management Advisory Group
New Jersey
$306K -$9.04K -30 -3%
CIA
984
Compass Ion Advisors
Pennsylvania
$306K +$301 +1 +0.1%
BJL
985
Brighton Jones LLC
Washington
$303K +$5.73K +19 +2%
CAM
986
Carret Asset Management
New York
$302K
CCFM
987
Clear Creek Financial Management
Washington
$301K -$904 -3 -0.3%
ECM
988
Evergreen Capital Management
Washington
$300K +$59.4K +197 +25%
NI
989
Natural Investments
California
$300K +$69.3K +230 +31%
BIA
990
Beacon Investment Advisors
Maryland
$299K +$52.8K +175 +22%
LWM
991
LongView Wealth Management
Georgia
$298K +$603 +2 +0.2%
JCM
992
Jacobi Capital Management
Pennsylvania
$295K +$27.4K +91 +11%
TBT
993
Texas Bank & Trust
Texas
$294K
OL
994
Optas LLC
Texas
$293K +$285K +946 New
IAIM
995
International Assets Investment Management
Florida
$290K
WAL
996
W Advisors LLC
Tennessee
$290K +$6.63K +22 +2%
Fisher Asset Management
997
Fisher Asset Management
Washington
$289K +$281K +931 New
IWA
998
IBEX Wealth Advisors
New Jersey
$288K -$740K -2,456 -73%
KFS
999
Kurt F. Somerville
$288K +$60.3K +200 +27%
IAG
1000
Investmark Advisory Group
Connecticut
$288K +$301 +1 +0.1%

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.