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Arthur J. Gallagher & Co

1,358 hedge funds and large institutions have $79B invested in Arthur J. Gallagher & Co in 2025 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 551 increasing their positions, 447 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $167M | Put options by funds: $64.3M

46% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 121

23% more repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 447

20% more capital invested

Capital invested by funds: $65.9B → $79B (+$13B)

3% more funds holding

Funds holding: 1,3241,358 (+34)

3.49% less ownership

Funds ownership: 93.04%89.55% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 5149 (-2)

Holders
1,358
Holders Change
+34
Holders Change %
+2.57%
% of All Funds
18.21%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.66%
New
177
Increased
551
Reduced
447
Closed
121
Calls
$167M
Puts
$64.3M
Net Calls
+$102M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1101
Moors & Cabot
Massachusetts
$236K +$216K +683 New
NRD
1102
Nebula Research & Development
New York
$236K +$216K +683 New
WA
1103
Wealth Architects
California
$234K -$41.7K -132 -16%
PFA
1104
Pure Financial Advisors
California
$234K +$214K +677 New
RFN
1105
Redwood Financial Network
Ohio
$233K +$214K +676 New
CAM
1106
Councilmark Asset Management
Tennessee
$233K +$213K +675 New
IWM
1107
IHT Wealth Management
Illinois
$233K +$213K +674 New
SFA
1108
Souders Financial Advisors
Ohio
$232K +$213K +673 New
SIM
1109
Sandia Investment Management
Massachusetts
$232K -$1.37M -4,327 -87%
EFG
1110
Elm3 Financial Group
Georgia
$232K +$213K +673 New
BP
1111
BBR Partners
New York
$232K +$212K +671 New
FAM
1112
Formidable Asset Management
Ohio
$231K -$31.6K -100 -13%
DT
1113
Diversified Trust
Tennessee
$230K -$534K -1,692 -72%
GWM
1114
Gitterman Wealth Management
New Jersey
$230K +$210K +665 New
CPWA
1115
Cerro Pacific Wealth Advisors
California
$229K +$30.6K +97 +14%
PGFC
1116
Peapack-Gladstone Financial Corp
New Jersey
$229K +$209K +662 New
NS
1117
NBC Securities
Alabama
$228K +$209K +663 New
MCM
1118
Mengis Capital Management
Oregon
$228K +$208K +660 New
FFA
1119
Founders Financial Alliance
North Carolina
$227K +$208K +658 New
AWE
1120
Avidian Wealth Enterprises
Texas
$227K +$208K +658 New
KA
1121
Kovack Advisors
Florida
$225K +$206K +651 New
LI
1122
LRI Investments
Florida
$225K +$206K +651 New
AHL
1123
Abel Hall LLC
Louisiana
$225K +$206K +651 New
PK
1124
Pflug Koory
Nebraska
$224K
WJWM
1125
Williams Jones Wealth Management
New York
$221K +$202K +641 New

AJG Hedge Fund Activity: Q1 2025 in Review

1,358 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q1 2025, worth a combined $79B — up 20% from $65.9B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new AJG positions and 121 closed out — a net gain of 56 holders — while 551 added to existing stakes and 447 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.52B. The largest seller was Capital International Investors, cutting an estimated $898M.

  • 1,358 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q1 2025, up from 1,324 in Q4 2024.
  • Funds reported $79B of Arthur J. Gallagher & Co stock for Q1 2025, up 20% quarter-over-quarter.
  • 177 funds opened new Arthur J. Gallagher & Co positions in Q1 2025 and 121 closed out, a net change of +56 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q1 2025 was JP Morgan Chase, an estimated $1.52B added.
  • The largest Arthur J. Gallagher & Co seller in Q1 2025 was Capital International Investors, an estimated $898M sold.

Based on aggregated 13F filings for Q1 2025.