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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
BGAI
1151
Bruce G. Allen Investments
Colorado
$99.4K -$3.32K -11 -3%
JWM
1152
JPL Wealth Management
Colorado
$98.5K +$95.9K +318 New
OP
1153
ORG Partners
Indiana
$95.7K +$20.2K +67 +28%
TWM
1154
Tripletail Wealth Management
Florida
$93.4K +$90.4K +300 New
LFASL
1155
Lugano Financial Advisors SA (LFA)
Switzerland
$90.1K
DMBA
1156
Deseret Mutual Benefit Administrators
Utah
$89.5K
MA
1157
MCF Advisors
Kentucky
$89.2K +$4.82K +16 +6%
NRG
1158
Nemes Rush Group
Michigan
$89.2K -$1.21K -4 -1%
SL
1159
Salomon & Ludwin
Virginia
$85.7K +$39.8K +132 +92%
ZBNA
1160
Zions Bancorporation, National Association
Utah
$82.4K -$197K -652 -71%
TFIPS
1161
Towarzystwo Funduszy Inwestycyjnych PZU SA
$82.1K
VCM
1162
Versant Capital Management
Arizona
$79.6K +$301 +1 +0.4%
MWM
1163
Mascoma Wealth Management
New Hampshire
$79.3K -$13.6K -45 -15%
VNA
1164
Valley National Advisers
Pennsylvania
$78K -$22K -73 -22%
RFP
1165
Root Financial Partners
California
$73.4K +$71.4K +237 New
C
1166
Covestor
United Kingdom
$71K -$24.1K -80 -26%
EWP
1167
Elevation Wealth Partners
California
$67.9K +$1.51K +5 +2%
RFS
1168
Richardson Financial Services
Massachusetts
$66.9K +$15.7K +52 +32%
A
1169
AlphaQuest
New York
$63.8K +$43.4K +144 +232%
QC
1170
Quent Capital
New York
$63.6K +$61.8K +205 New
TIM
1171
Tortoise Investment Management
New York
$63.5K -$2.71K -9 -4%
LC
1172
Lavaca Capital
Texas
$63.5K
BC
1173
Broadwater Capital
Massachusetts
$61.9K -$19.2M -63,824 -100%
PAG
1174
Paladin Advisory Group
Iowa
$61.9K
SGK
1175
Steigerwald Gordon & Koch
Virginia
$61.9K +$60.3K +200 New

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.