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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
AA
1101
Alta Advisers
United Kingdom
$204K +$34.3K +118 +20%
CPC
1102
Consolidated Planning Corp
Georgia
$203K +$208K +716 New
FPAS
1103
Focus Partners Advisor Solutions
Missouri
$203K +$208K +715 New
AA
1104
AlphaCentric Advisors
Puerto Rico
$202K -$5.82K -20 -3%
EAM
1105
Empirical Asset Management
Massachusetts
$202K +$207K +710 New
MWM
1106
Moran Wealth Management
Florida
$202K +$207K +710 New
SAG
1107
SageView Advisory Group
California
$201K +$206K +709 New
EFG
1108
Embree Financial Group
Illinois
$200K +$205K +706 New
CPWA
1109
Cerro Pacific Wealth Advisors
California
$200K +$207K +712 New
PK
1110
Pflug Koory
Nebraska
$184K -$7.28K -25 -4%
KFI
1111
Key Financial Inc
Pennsylvania
$181K +$42.5K +146 +30%
Acadian Asset Management
1112
Acadian Asset Management
Massachusetts
$180K
HPC
1113
HM Payson & Co
Maine
$173K -$1.16K -4 -0.7%
GCM
1114
Gables Capital Management
Florida
$165K
SC
1115
Stance Capital
Massachusetts
$162K +$166K +570 New
AP
1116
Atwood & Palmer
Missouri
$158K
PB
1117
Pinnacle Bancorp
Nebraska
$154K +$58.2K +200 +58%
CFFP
1118
Center for Financial Planning
Michigan
$152K
RMC
1119
Resources Management Corp
Connecticut
$147K -$17.5K -60 -10%
OCM
1120
Osterweis Capital Management
California
$144K -$43.7K -150 -23%
CWM
1121
CarsonAllaria Wealth Management
Illinois
$142K +$291 +1 +0.2%
RFA
1122
Reyes Financial Architecture
California
$142K +$146K +500 New
CH
1123
Cromwell Holdings
Wyoming
$140K
CA
1124
CoreCap Advisors
Michigan
$137K +$24.4K +84 +21%
AAP
1125
Arax Advisory Partners
Colorado
$136K +$122K +420 +700%

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.