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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,340 hedge funds and large institutions have $77.2B invested in Arthur J. Gallagher & Co in 2025 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 541 increasing their positions, 443 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
+29
Holders Change %
+2.21%
% of All Funds
18.2%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.67%
New
175
Increased
541
Reduced
443
Closed
120
Calls
$167M
Puts
$64.3M
Net Calls
+$102M
Net Calls Change
+$14M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.66B
2
Capital World Investors
Capital World Investors
California
+$1.17B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$611M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$413M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$255M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$981M
2
Citadel Advisors
Citadel Advisors
Florida
-$819M
3
Jane Street
Jane Street
New York
-$621M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$591M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1026
Avestar Capital
New York
$285K -$100K -291 -26%
CCM
1027
Consolidated Capital Management
California
$285K +$285K +825 New
SHFA
1028
SC&H Financial Advisors
Maryland
$284K – – –
WA
1029
Whipplewood Advisors
Colorado
$284K +$42.9K +153 +18%
EB
1030
Eastern Bank
Massachusetts
$283K – – –
AFT
1031
Alpha Family Trust
California
$283K +$283K +820 New
AWM
1032
Avior Wealth Management
Nebraska
$282K -$63.2K -183 -18%
WA
1033
Wealth Alliance
New York
$281K -$27.3K -79 -9%
BAM
1034
BOS Asset Management
Illinois
$279K – – –
1IA
1035
1620 Investment Advisors
Massachusetts
$279K – – –
WB
1036
WesBanco Bank
West Virginia
$279K -$4.49K -13 -2%
EFM
1037
E Fund Management
China
$277K +$277K +803 New
BTWM
1038
Baker Tilly Wealth Management
Wisconsin
$277K +$14.2K +41 +5%
VFA
1039
Voya Financial Advisors
Connecticut
$277K +$277K +812 New
MPI
1040
Mairs & Power Inc
Minnesota
$276K -$337K -976 -55%
WW
1041
Westshore Wealth
California
$276K – – –
OFO
1042
OneAscent Family Office
Alabama
$273K -$82.7K -240 -23%
MWM
1043
Moran Wealth Management
Florida
$273K +$27.6K +80 +11%
BIA
1044
Beacon Investment Advisors
Maryland
$270K +$18.3K +53 +7%
LJAC
1045
L.J. Altfest & Co
New York
$269K -$5.87K -17 -2%
WTB
1046
Washington Trust Bank
Washington
$267K +$12.8K +37 +5%
ACM
1047
Advisors Capital Management
New Jersey
$266K -$2.42K -7 -0.9%
IP
1048
Ignite Planners
California
$266K -$112K -352 -30%
GFP
1049
Gryphon Financial Partners
Ohio
$265K +$15.5K +45 +6%
ECM
1050
Evergreen Capital Management
Washington
$265K +$11K +32 +4%
40 41
42
43 44