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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
SHFA
1026
SC&H Financial Advisors
Maryland
$252K
WSFS
1027
Wilmington Savings Fund Society
Delaware
$252K -$706K -2,341 -74%
1IA
1028
1620 Investment Advisors
Massachusetts
$250K
BAM
1029
BOS Asset Management
Illinois
$250K
OFS
1030
OneAscent Financial Services
Alabama
$250K -$419K -1,390 -63%
KFP
1031
Kerr Financial Planning
California
$249K +$288K +955 New
DFP
1032
Defined Financial Planning
California
$246K
IWM
1033
IHT Wealth Management
Illinois
$245K +$35K +116 +17%
4WM
1034
44 Wealth Management
Oregon
$242K -$28.9K -96 -11%
NG
1035
Norden Group
Utah
$242K -$32.9K -109 -12%
KFS
1036
Kelly Financial Services
Massachusetts
$241K +$16K +53 +7%
AL
1037
Aspiriant LLC
California
$239K +$7.54K +25 +3%
ACM
1038
Advisors Capital Management
New Jersey
$239K -$5.13K -17 -2%
TCWA
1039
Turtle Creek Wealth Advisors
Texas
$238K +$232K +769 New
GFP
1040
Gryphon Financial Partners
Ohio
$238K +$12.7K +42 +6%
MCM
1041
Morton Capital Management
California
$236K
VIM
1042
Vinva Investment Management
Australia
$236K
MPI
1043
Mairs & Power Inc
Minnesota
$235K
PFA
1044
Pure Financial Advisors
California
$235K +$5.13K +17 +2%
EGM
1045
Engineers Gate Manager
New York
$234K -$5.85M -19,401 -96%
FW
1046
FullCircle Wealth
Texas
$234K +$40.7K +135 +17%
RPWA
1047
Regent Peak Wealth Advisors
Georgia
$233K +$227K +752 New
ICM
1048
Intrepid Capital Management
Florida
$232K
ET
1049
Equitable Trust
Tennessee
$232K
CIAM
1050
Caitong International Asset Management
Hong Kong
$231K +$217K +720 +2,769%

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.