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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
PB
1151
Pinnacle Bancorp
Nebraska
$187K
CFFP
1152
Center for Financial Planning
Michigan
$185K
PFBT
1153
Parkside Financial Bank & Trust
Missouri
$185K +$21.2K +67 +14%
LFG
1154
Larson Financial Group
Missouri
$183K +$83.4K +264 +99%
LSA
1155
Leonteq Securities AG
Switzerland
$179K +$24.6K +78 +18%
RMC
1156
Resources Management Corp
Connecticut
$178K -$632 -2 -0.4%
OCM
1157
Osterweis Capital Management
California
$175K
CH
1158
Cromwell Holdings
Wyoming
$174K +$3.79K +12 +2%
CWM
1159
CarsonAllaria Wealth Management
Illinois
$173K
RFA
1160
Reyes Financial Architecture
California
$173K
CCC
1161
Chelsea Counsel Company
California
$164K
TCM
1162
TruNorth Capital Management
Michigan
$162K
PWM
1163
Proathlete Wealth Management
Florida
$161K +$148K +467 New
CYG
1164
Clean Yield Group
Vermont
$157K
OWA
1165
Opal Wealth Advisors
New York
$156K +$143K +453 New
LWANC
1166
Laurel Wealth Advisors (North Carolina)
North Carolina
$151K
BSB
1167
Bangor Savings Bank
Maine
$143K
CPG
1168
Cornerstone Planning Group
New Jersey
$120K +$43.3K +137 +61%
Optiver Holding
1169
Optiver Holding
Netherlands
$119K +$16.7K +53 +18%
SS
1170
SBI Securities
Japan
$116K +$1.58K +5 +2%
TSMHT
1171
Thurston Springer Miller Herd & Titak
Indiana
$116K +$37.3K +118 +54%
TH
1172
TCTC Holdings
Texas
$113K +$14.8K +47 +17%
MSFP
1173
Mark Sheptoff Financial Planning
Connecticut
$112K +$39.5K +125 +63%
MHR
1174
Matthew Hamilton Rosenberg
$112K
ETC
1175
Exchange Traded Concepts
Oklahoma
$111K -$3.24M -10,271 -97%

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.