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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
BOJHT
1251
Bank of Jackson Hole Trust
Wyoming
$33.1K +$5.37K +17 +21%
HWM
1252
Hemington Wealth Management
Virginia
$33K +$7.9K +25 +35%
SIS
1253
Strategic Investment Solutions
Illinois
$32.1K
JWA
1254
JFS Wealth Advisors
Pennsylvania
$31.8K +$3.16K +10 +12%
BWL
1255
Bogart Wealth LLC
Virginia
$30.2K
HH
1256
HWG Holdings
Texas
$24.5K +$22.4K +71 New
GWSA
1257
Global Wealth Strategies & Associates
Colorado
$24.2K
FFO
1258
Fortitude Family Office
Arizona
$22.4K -$20.2K -64 -50%
HNW
1259
High Note Wealth
Minnesota
$21.4K +$1.58K +5 +9%
RWM
1260
Rialto Wealth Management
New York
$21.1K +$19.3K +61 New
UCB
1261
United Community Bank
South Carolina
$20.4K +$18.6K +59 New
ADL
1262
Asset Dedication LLC
California
$20K
PSFG
1263
Park Square Financial Group
Georgia
$20K -$1.9K -6 -9%
MAS
1264
MPWM Advisory Solutions
Georgia
$19.7K
HWP
1265
Highline Wealth Partners
California
$19.7K +$12.3K +39 +217%
TC
1266
Truvestments Capital
Florida
$19.3K
AWM
1267
Activest Wealth Management
Florida
$19.3K +$17.1K +54 +2,700%
FMP
1268
Financial Management Professionals
Texas
$19K +$2.21K +7 +15%
CIAM
1269
Caitong International Asset Management
Hong Kong
$17.6K -$5.69K -18 -26%
SIC
1270
Salem Investment Counselors
North Carolina
$16.9K +$10.7K +34 +227%
CA
1271
Crewe Advisors
Utah
$16.4K +$4.74K +15 +47%
KFP
1272
Keener Financial Planning
Texas
$16K
HBW
1273
Hazlett, Burt & Watson
West Virginia
$16K +$316 +1 +2%
CAL
1274
Capital Analysts LLC
Pennsylvania
$16K +$6.32K +20 +74%
AWM
1275
Abound Wealth Management
Tennessee
$14.5K -$316 -1 -2%

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.