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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
FAM
1076
Formidable Asset Management
Ohio
$214K
Federated Hermes
1077
Federated Hermes
Pennsylvania
$214K -$25.3K -84 -11%
FCG
1078
Fielder Capital Group
Tennessee
$214K
OAS
1079
Optivise Advisory Services
Tennessee
$213K -$904 -3 -0.4%
RZH
1080
Relyea Zuckerberg Hanson
Connecticut
$212K -$4.52K -15 -2%
PFM
1081
Patton Fund Management
Texas
$212K
DOA
1082
D'Orazio & Associates
Virginia
$211K -$10.3K -34 -5%
FFA
1083
Fragasso Financial Advisors
Pennsylvania
$211K -$46.1K -153 -18%
CG
1084
Corundum Group
Colorado
$211K +$205K +680 New
KCIC
1085
Kuhn & Co Investment Counsel
Illinois
$210K -$2.41K -8 -1%
VBA
1086
von Borstel & Associates
Oregon
$210K +$253K +839 New
RFN
1087
Redwood Financial Network
Ohio
$209K
CCM
1088
Consolidated Capital Management
California
$209K
GHA
1089
GW Henssler & Associates
Georgia
$209K
JSSH
1090
J. Safra Sarasin Holding
$208K -$49.7K -165 -20%
WA
1091
Wealth Architects
California
$208K -$904 -3 -0.4%
BP
1092
BBR Partners
New York
$208K
WA
1093
Wealth Alliance
New York
$206K -$11.8K -39 -6%
GSEP
1094
Golden State Equity Partners
California
$205K +$200K +663 New
IIA
1095
ICW Investment Advisors
Arizona
$205K +$200K +663 New
DT
1096
Diversified Trust
Tennessee
$205K +$603 +2 +0.3%
EFG
1097
Everhart Financial Group
Ohio
$205K +$199K +661 New
VT
1098
Volterra Technologies
New York
$205K +$199K +661 New
MCM
1099
Mengis Capital Management
Oregon
$204K
GDP
1100
Great Diamond Partners
Maine
$204K +$199K +660 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.