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Arthur J. Gallagher & Co

1,148 hedge funds and large institutions have $49.1B invested in Arthur J. Gallagher & Co in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 459 increasing their positions, 382 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $160M | Put options by funds: $102M

43% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 79

20% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 382

5% more capital invested

Capital invested by funds: $46.5B → $49.1B (+$2.55B)

3% more funds holding in top 10

Funds holding in top 10: 4041 (+1)

2% more funds holding

Funds holding: 1,1291,148 (+19)

0.7% more ownership

Funds ownership: 85.93%86.63% (+0.7%)

Holders
1,148
Holders Change
+19
Holders Change %
+1.68%
% of All Funds
16.58%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.59%
New
113
Increased
459
Reduced
382
Closed
79
Calls
$160M
Puts
$102M
Net Calls
+$58.4M
Net Calls Change
+$9.2M
Name Holding Trade Value Shares
Change
Change in
Stake
S
1101
Sachetta
Massachusetts
$7.7K +$4.96K +20 +286%
CP
1102
Castleview Partners
Texas
$7.52K +$1.99K +8 +38%
HWM
1103
HighMark Wealth Management
Minnesota
$7.26K +$1.49K +6 +27%
CAL
1104
Capital Analysts LLC
Pennsylvania
$7K -$5.46K -22 -44%
WT
1105
Washington Trust
Rhode Island
$6.79K
TFF
1106
The Family Firm
Maryland
$6.48K +$6.2K +25 New
AA
1107
Addison Advisors
Vermont
$6.22K +$5.95K +24 New
AP
1108
Aspect Partners
Virginia
$6.22K
MA
1109
MCF Advisors
Kentucky
$5.96K
FFO
1110
Fortitude Family Office
Arizona
$5.96K -$4.46K -18 -44%
AFWM
1111
Abich Financial Wealth Management
Virginia
$5.48K +$5.21K +21 New
GGI
1112
Godsey & Gibb Inc
Virginia
$5.19K +$4.96K +20 New
SC
1113
Solstein Capital
California
$5.19K
EBA
1114
Eagle Bay Advisors
New York
$5.16K
HFM
1115
Harvest Fund Management
China
$5K
CAL
1116
Capital Advisors Ltd
Ohio
$5K +$1.99K +8 +73%
VWA
1117
Valued Wealth Advisors
Utah
$4.15K -$1.24K -5 -24%
DF
1118
Dunhill Financial
United Kingdom
$4.03K +$248 +1 +7%
POIA
1119
Pin Oak Investment Advisors
Texas
$4K
AW
1120
Avion Wealth
Texas
$4K +$496 +2 +14%
RS
1121
Rakuten Securities
Japan
$3.89K -$2.98K -12 -44%
CAC
1122
Core Alternative Capital
Georgia
$3.89K
PWMG
1123
Private Wealth Management Group
New Jersey
$3.89K
RWA
1124
Redmont Wealth Advisors
Illinois
$3.89K
SIC
1125
Salem Investment Counselors
North Carolina
$3.89K

AJG Hedge Fund Activity: Q2 2024 in Review

1,148 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2024, worth a combined $49.1B — up 5.5% from $46.5B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new AJG positions and 79 closed out — a net gain of 34 holders — while 459 added to existing stakes and 382 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $403M. The largest seller was Capital International Investors, cutting an estimated $213M.

  • 1,148 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2024, up from 1,129 in Q1 2024.
  • Funds reported $49.1B of Arthur J. Gallagher & Co stock for Q2 2024, up 5.5% quarter-over-quarter.
  • 113 funds opened new Arthur J. Gallagher & Co positions in Q2 2024 and 79 closed out, a net change of +34 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2024 was Fidelity Investments, an estimated $403M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2024 was Capital International Investors, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2024.