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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
WW
1051
Westshore Wealth
California
$276K
OFO
1052
OneAscent Family Office
Alabama
$273K -$75.8K -240 -23%
MWM
1053
Moran Wealth Management
Florida
$273K +$25.3K +80 +11%
BIA
1054
Beacon Investment Advisors
Maryland
$270K +$16.7K +53 +7%
LJAC
1055
L.J. Altfest & Co
New York
$269K -$5.37K -17 -2%
WTB
1056
Washington Trust Bank
Washington
$267K +$11.7K +37 +5%
ACM
1057
Advisors Capital Management
New Jersey
$266K -$2.21K -7 -0.9%
IP
1058
Ignite Planners
California
$266K -$111K -352 -30%
GFP
1059
Gryphon Financial Partners
Ohio
$265K +$14.2K +45 +6%
ECM
1060
Evergreen Capital Management
Washington
$265K +$10.1K +32 +4%
MCM
1061
Morton Capital Management
California
$263K +$3.79K +12 +2%
ET
1062
Equitable Trust
Tennessee
$263K
TI
1063
Truepoint Inc
Ohio
$262K
WA
1064
WPG Advisers
Maryland
$262K -$15.5K -49 -6%
AWM
1065
Aprio Wealth Management
Georgia
$261K +$1.26K +4 +0.5%
I
1066
InceptionR
California
$260K -$1.59M -5,048 -87%
BPW
1067
Bingham Private Wealth
California
$259K +$237K +750 New
ICM
1068
Intrepid Capital Management
Florida
$259K +$237K +750 New
AMBIA
1069
Allen Mooney & Barnes Investment Advisors
Georgia
$259K +$237K +749 New
AL
1070
Aspiriant LLC
California
$258K +$236K +746 New
DWP
1071
Daymark Wealth Partners
Ohio
$257K +$235K +743 New
RPWA
1072
Regent Peak Wealth Advisors
Georgia
$257K -$2.53K -8 -1%
NG
1073
Norden Group
Utah
$256K +$235K +743 New
DAS
1074
Diversify Advisory Services
Utah
$256K +$4.42K +14 +2%
AI
1075
Axecap Investments
Ohio
$255K -$19K -60 -8%

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.