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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
FCT
1126
Family Capital Trust
Massachusetts
$163K +$159K +526 New
MSFP
1127
Mark Sheptoff Financial Planning
Connecticut
$157K +$52.8K +175 +53%
WBC
1128
West Branch Capital
Massachusetts
$156K -$47.9K -159 -24%
CA
1129
CoreCap Advisors
Michigan
$156K -$10.3K -34 -6%
CH
1130
Cromwell Holdings
Wyoming
$153K
CCC
1131
Chelsea Counsel Company
California
$147K
TCM
1132
TruNorth Capital Management
Michigan
$145K
PWM
1133
Proathlete Wealth Management
Florida
$145K -$1.21K -4 -0.8%
CSP
1134
Cary Street Partners
Virginia
$143K -$31.4K -104 -18%
CYG
1135
Clean Yield Group
Vermont
$140K -$904 -3 -0.7%
SSG
1136
Summit Securities Group
New York
$137K -$156K -516 -54%
CCA
1137
Catalyst Capital Advisors
New York
$134K -$5.73K -19 -4%
AAM
1138
Advisors Asset Management
Colorado
$134K +$131K +433 New
GFWA
1139
Grey Fox Wealth Advisors
Delaware
$129K +$126K +418 New
BSB
1140
Bangor Savings Bank
Maine
$128K
LFG
1141
Larson Financial Group
Missouri
$124K -$60.3K -200 -33%
MCM
1142
Manchester Capital Management
Vermont
$122K -$440K -1,459 -79%
CPG
1143
Cornerstone Planning Group
New Jersey
$119K +$50.3K +167 +58%
RFG
1144
REAP Financial Group
Texas
$117K +$19.6K +65 +21%
SWP
1145
Strategic Wealth Partners
Ohio
$114K -$674K -2,237 -86%
LWCFA
1146
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$113K +$34.7K +115 +40%
FNWA
1147
Financial Network Wealth Advisors
Utah
$105K +$6.63K +22 +7%
RMC
1148
Resources Management Corp
Connecticut
$102K
TH
1149
TCTC Holdings
Texas
$102K
MHR
1150
Matthew Hamilton Rosenberg
$100K

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.