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Arthur J. Gallagher & Co

1,324 hedge funds and large institutions have $65.9B invested in Arthur J. Gallagher & Co in 2024 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 561 increasing their positions, 331 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 78

69% more repeat investments, than reductions

Existing positions increased: 561 | Existing positions reduced: 331

55% more funds holding in top 10

Funds holding in top 10: 3351 (+18)

47% more call options, than puts

Call options by funds: $275M | Put options by funds: $187M

25% more capital invested

Capital invested by funds: $52.8B → $65.9B (+$13.2B)

10% more funds holding

Funds holding: 1,1991,324 (+125)

7.36% more ownership

Funds ownership: 85.67%93.04% (+7.4%)

Holders
1,324
Holders Change
+125
Holders Change %
+10.43%
% of All Funds
17.44%
Holding in Top 10
51
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+54.55%
% of All Funds
0.67%
New
220
Increased
561
Reduced
331
Closed
78
Calls
$275M
Puts
$187M
Net Calls
+$88.3M
Net Calls Change
+$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
1076
Kavar Capital Partners Group
Kansas
$224K +$230K +789 New
FW
1077
FullCircle Wealth
Texas
$221K +$196K +674 New
ACM
1078
Advisors Capital Management
New Jersey
$221K +$226K +778 New
CSPIA
1079
Cary Street Partners Investment Advisory
Virginia
$220K -$436K -1,497 -66%
FAM
1080
Formidable Asset Management
Ohio
$218K
ET
1081
Equitable Trust
Tennessee
$216K
BTWM
1082
Baker Tilly Wealth Management
Wisconsin
$216K +$221K +761 New
TI
1083
Truepoint Inc
Ohio
$216K +$221K +760 New
BBA
1084
Braun-Bostich & Associates
Pennsylvania
$215K -$12.8K -44 -6%
Fisher Asset Management
1085
Fisher Asset Management
Washington
$215K +$220K +755 New
AWM
1086
Aprio Wealth Management
Georgia
$213K +$219K +752 New
RPWA
1087
Regent Peak Wealth Advisors
Georgia
$213K +$4.07K +14 +2%
MCM
1088
Morton Capital Management
California
$213K
TAM
1089
Titleist Asset Management
Texas
$210K +$215K +740 New
Federated Hermes
1090
Federated Hermes
Pennsylvania
$210K -$110K -378 -34%
WTB
1091
Washington Trust Bank
Washington
$209K +$291 +1 +0.1%
TC
1092
Trust Company
Kansas
$209K
KNFPWM
1093
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$209K -$24.7K -85 -10%
TPA
1094
Trivium Point Advisory
Connecticut
$209K +$214K +736 New
ECM
1095
Evergreen Capital Management
Washington
$209K +$873 +3 +0.4%
BIA
1096
Beacon Investment Advisors
Maryland
$207K +$212K +729 New
MHIP
1097
Mountain Hill Investment Partners
New Jersey
$206K +$211K +725 New
GFP
1098
Gryphon Financial Partners
Ohio
$205K -$4.07K -14 -2%
WAP
1099
Wealthcare Advisory Partners
Pennsylvania
$205K +$210K +722 New
BBA
1100
Baader Bank Aktiengesellschaft
Germany
$204K -$31.4K -108 -13%

AJG Hedge Fund Activity: Q4 2024 in Review

1,324 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2024, worth a combined $65.9B — up 25% from $52.8B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new AJG positions and 78 closed out — a net gain of 142 holders — while 561 added to existing stakes and 331 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.24B. The largest seller was Baillie Gifford & Co, cutting an estimated $219M.

  • 1,324 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2024, up from 1,199 in Q3 2024.
  • Funds reported $65.9B of Arthur J. Gallagher & Co stock for Q4 2024, up 25% quarter-over-quarter.
  • 220 funds opened new Arthur J. Gallagher & Co positions in Q4 2024 and 78 closed out, a net change of +142 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2024 was JP Morgan Chase, an estimated $2.24B added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2024 was Baillie Gifford & Co, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2024.