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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
VWM
1151
Venturi Wealth Management
Texas
$71K +$4.66K +16 +7%
HCP
1152
Hexagon Capital Partners
Arkansas
$69.8K +$13.1K +45 +22%
EFP
1153
EnRich Financial Partners
Wisconsin
$67.8K
VCM
1154
Versant Capital Management
Arizona
$67.6K +$32.3K +111 +87%
BC
1155
Bayforest Capital
United Kingdom
$67.6K +$69.3K +238 New
CPG
1156
Cornerstone Planning Group
New Jersey
$66.1K -$3.2K -11 -5%
TSMHT
1157
Thurston Springer Miller Herd & Titak
Indiana
$61.9K
FNWA
1158
Financial Network Wealth Advisors
Utah
$61K -$46.6K -160 -43%
RFG
1159
REAP Financial Group
Texas
$60.5K +$20.7K +71 +50%
LC
1160
Lavaca Capital
Texas
$58.2K +$59.7K +205 New
TIM
1161
Tortoise Investment Management
New York
$57.9K +$873 +3 +1%
HNB
1162
Hilltop National Bank
Wyoming
$57.6K
RTC
1163
Riverview Trust Company
Washington
$57.1K
BC
1164
Broadwater Capital
Massachusetts
$56.8K
PAG
1165
Paladin Advisory Group
Iowa
$56.8K
MSFP
1166
Mark Sheptoff Financial Planning
Connecticut
$56.8K +$29.1K +100 +100%
IIM
1167
Intact Investment Management
Quebec, Canada
$56.8K +$58.2K +200 New
HC
1168
Hoese & Co
Minnesota
$56.8K
CPBTD
1169
Central Pacific Bank - Trust Division
Hawaii
$55.4K -$10.5K -36 -16%
WI
1170
Wintrust Investments
Illinois
$55K -$16K -55 -22%
QC
1171
Quent Capital
New York
$54.3K -$26.8K -92 -33%
BGAI
1172
Bruce G. Allen Investments
Colorado
$53.4K +$2.04K +7 +4%
RWS
1173
Retirement Wealth Solutions
Wisconsin
$52.5K +$53.3K +183 New
CA
1174
Continuum Advisory
Idaho
$49.4K
EWP
1175
Elevation Wealth Partners
California
$49.4K +$6.69K +23 +15%

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.