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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,340 hedge funds and large institutions have $77.2B invested in Arthur J. Gallagher & Co in 2025 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 541 increasing their positions, 443 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
+29
Holders Change %
+2.21%
% of All Funds
18.2%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.67%
New
175
Increased
541
Reduced
443
Closed
120
Calls
$167M
Puts
$64.3M
Net Calls
+$102M
Net Calls Change
+$14M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.66B
2
Capital World Investors
Capital World Investors
California
+$1.17B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$611M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$413M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$255M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$981M
2
Citadel Advisors
Citadel Advisors
Florida
-$819M
3
Jane Street
Jane Street
New York
-$621M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$591M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
1101
BBR Partners
New York
$232K +$232K +671 New
FAM
1102
Formidable Asset Management
Ohio
$231K -$34.5K -100 -13%
DT
1103
Diversified Trust
Tennessee
$230K -$584K -1,692 -72%
GWM
1104
Gitterman Wealth Management
New Jersey
$230K +$230K +665 New
CPWA
1105
Cerro Pacific Wealth Advisors
California
$229K +$27.5K +97 +14%
PGFC
1106
Peapack-Gladstone Financial Corp
New Jersey
$229K +$229K +662 New
NS
1107
NBC Securities
Alabama
$228K +$228K +663 New
MCM
1108
Mengis Capital Management
Oregon
$228K +$228K +660 New
FFA
1109
Founders Financial Alliance
North Carolina
$227K +$227K +658 New
AWE
1110
Avidian Wealth Enterprises
Texas
$227K +$227K +658 New
KA
1111
Kovack Advisors
Florida
$225K +$225K +651 New
LI
1112
LRI Investments
Florida
$225K +$225K +651 New
AHL
1113
Abel Hall LLC
Louisiana
$225K +$225K +651 New
PK
1114
Pflug Koory
Nebraska
$224K – – –
WJWM
1115
Williams Jones Wealth Management
New York
$221K +$221K +641 New
BB
1116
Berkshire Bank
Massachusetts
$221K +$221K +640 New
KFS
1117
Kelly Financial Services
Massachusetts
$220K +$220K +637 New
KFI
1118
Key Financial Inc
Pennsylvania
$220K +$345 +1 +0.2%
AA
1119
Armis Advisers
Georgia
$220K -$107K -309 -33%
VC
1120
Veracity Capital
Georgia
$220K +$220K +636 New
Fayez Sarofim & Co
1121
Fayez Sarofim & Co
Texas
$219K +$219K +634 New
IIC
1122
Ironwood Investment Counsel
Arizona
$218K +$218K +632 New
TAM
1123
Titleist Asset Management
Texas
$218K -$37.7K -109 -15%
RCA
1124
Resonant Capital Advisors
Wisconsin
$217K +$217K +629 New
PF
1125
Phoenix Financial
Israel
$215K +$215K +620 New
43 44
45
46 47