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Arthur J. Gallagher & Co

1,199 hedge funds and large institutions have $52.8B invested in Arthur J. Gallagher & Co in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 434 increasing their positions, 450 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 59

77% more call options, than puts

Call options by funds: $159M | Put options by funds: $89.9M

8% more capital invested

Capital invested by funds: $49.1B → $52.8B (+$3.68B)

4% more funds holding

Funds holding: 1,1481,199 (+51)

0.96% less ownership

Funds ownership: 86.63%85.67% (-0.96%)

4% less repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 450

20% less funds holding in top 10

Funds holding in top 10: 4133 (-8)

Holders
1,199
Holders Change
+51
Holders Change %
+4.44%
% of All Funds
17.22%
Holding in Top 10
33
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.51%
% of All Funds
0.47%
New
120
Increased
434
Reduced
450
Closed
59
Calls
$159M
Puts
$89.9M
Net Calls
+$69.4M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1026
Center for Financial Planning
Michigan
$151K
CWM
1027
CarsonAllaria Wealth Management
Illinois
$141K +$282 +1 +0.2%
CH
1028
Cromwell Holdings
Wyoming
$139K
NFA
1029
Northwest Financial Advisors
Virginia
$139K +$139K +493 New
KFI
1030
Key Financial Inc
Pennsylvania
$138K -$14.9K -53 -10%
CCC
1031
Chelsea Counsel Company
California
$134K
TCM
1032
TruNorth Capital Management
Michigan
$132K
LFASL
1033
Lugano Financial Advisors SA (LFA)
Switzerland
$131K +$19.7K +70 +18%
CYG
1034
Clean Yield Group
Vermont
$128K +$846 +3 +0.7%
VF
1035
VitalStone Financial
Texas
$125K -$8.18K -29 -6%
PFBT
1036
Parkside Financial Bank & Trust
Missouri
$125K +$6.49K +23 +5%
LWANC
1037
Laurel Wealth Advisors (North Carolina)
North Carolina
$124K +$40.3K +143 +48%
MWM
1038
Mascoma Wealth Management
New Hampshire
$120K -$2.82K -10 -2%
BSB
1039
Bangor Savings Bank
Maine
$116K
LFG
1040
Larson Financial Group
Missouri
$114K +$8.46K +30 +8%
CA
1041
CoreCap Advisors
Michigan
$112K +$113K +399 New
FNWA
1042
Financial Network Wealth Advisors
Utah
$106K -$4.51K -16 -4%
AF
1043
Advisornet Financial
Minnesota
$99.3K -$3.95K -14 -4%
PB
1044
Pinnacle Bancorp
Nebraska
$96.5K
Optiver Holding
1045
Optiver Holding
Netherlands
$94.5K +$94.8K +336 New
MHR
1046
Matthew Hamilton Rosenberg
$91.2K
T
1047
TOBAM
France
$91K
GJWM
1048
Gilliland Jeter Wealth Management
Arkansas
$87.2K
CFM
1049
Catalyst Funds Management
Australia
$84.4K +$84.6K +300 New
DMBA
1050
Deseret Mutual Benefit Administrators
Utah
$83K -$13.8K -49 -14%

AJG Hedge Fund Activity: Q3 2024 in Review

1,199 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2024, worth a combined $52.8B — up 7.5% from $49.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AJG positions and 59 closed out — a net gain of 61 holders — while 434 added to existing stakes and 450 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $174M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $207M.

  • 1,199 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2024, up from 1,148 in Q2 2024.
  • Funds reported $52.8B of Arthur J. Gallagher & Co stock for Q3 2024, up 7.5% quarter-over-quarter.
  • 120 funds opened new Arthur J. Gallagher & Co positions in Q3 2024 and 59 closed out, a net change of +61 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2024 was Principal Financial Group, an estimated $174M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $207M sold.

Based on aggregated 13F filings for Q3 2024.