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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
SFO
1051
Stokes Family Office
Louisiana
$230K +$224K +744 New
TC
1052
Trust Company
Kansas
$230K +$603 +2 +0.3%
WTB
1053
Washington Trust Bank
Washington
$229K
KNFPWM
1054
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$228K
NS
1055
NBC Securities
Alabama
$228K +$5.43K +18 +3%
EMAM
1056
Encompass More Asset Management
California
$228K -$2.11K -7 -0.9%
GAM
1057
Grandview Asset Management
Pennsylvania
$228K -$20.8K -69 -9%
EFG
1058
Embree Financial Group
Illinois
$227K +$6.33K +21 +3%
ECM
1059
Eisler Capital Management
United Kingdom
$224K +$219K +725 New
CAM
1060
Creekmur Asset Management
Illinois
$223K -$112K -371 -34%
AWM
1061
Aprio Wealth Management
Georgia
$222K -$32K -106 -13%
WA
1062
WPG Advisers
Maryland
$221K -$1.21K -4 -0.6%
BB
1063
Berkshire Bank
Massachusetts
$220K
EWM
1064
Empirical Wealth Management
Washington
$219K +$9.35K +31 +5%
ESB
1065
Essex Savings Bank
Connecticut
$219K -$22.6K -75 -10%
SIG
1066
Stonegate Investment Group
Alabama
$218K -$48.5K -161 -19%
AMBIA
1067
Allen Mooney & Barnes Investment Advisors
Georgia
$217K +$301 +1 +0.1%
BBA
1068
Baader Bank Aktiengesellschaft
Germany
$217K -$32.3K -107 -13%
MHIP
1069
Mountain Hill Investment Partners
New Jersey
$217K
BPC
1070
Banque Pictet & Cie
Switzerland
$217K +$211K +700 New
CC
1071
Carlson Capital
Texas
$217K +$211K +700 New
MMA
1072
Miracle Mile Advisors
California
$216K -$47K -156 -18%
SO
1073
Sierra Ocean
California
$216K -$72.7K -241 -26%
CWM
1074
Cornerstone Wealth Management
Missouri
$215K +$603 +2 +0.3%
EFS
1075
Essex Financial Services
Connecticut
$215K +$209K +693 New

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.