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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,309 hedge funds and large institutions have $65.8B invested in Arthur J. Gallagher & Co in 2024 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 554 increasing their positions, 329 reducing their positions, and 78 closing their positions.

Holders
1,309
Holders Change
+121
Holders Change %
+10.19%
% of All Funds
17.43%
Holding in Top 10
51
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+54.55%
% of All Funds
0.68%
New
217
Increased
554
Reduced
329
Closed
78
Calls
$275M
Puts
$187M
Net Calls
+$88.3M
Net Calls Change
+$18.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.56B
2
Norges Bank
2
Norges Bank
Norway
$1.42B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.42B
4
Winslow Capital Management
4
Winslow Capital Management
Minnesota
$719M
5
Citadel Advisors
5
Citadel Advisors
Florida
$683M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$462M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.84B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.39B
5
DZ Bank
5
DZ Bank
Germany
$177M
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
1276
Mattson Financial Services
Michigan
$2.81K 10 -4,661 -100%
MTIC
1277
Missouri Trust & Investment Company
Missouri
$2.56K 9 +9 New
AT
1278
Avalon Trust
New Mexico
$2.27K 8 +8 New
NWWA
1279
New Wave Wealth Advisors
Arkansas
$2.27K 8 +8 New
PWA
1280
Provenance Wealth Advisors
Florida
$1.99K 7 – –
CF
1281
Conquis Financial
California
$1.99K 7 +7 New
OCM
1282
Orion Capital Management
California
$1.99K 7 +7 New
HWA
1283
HHM Wealth Advisors
Tennessee
$1.99K 7 +7 New
MRP
1284
Measured Risk Portfolios
California
$1.99K 7 +7 New
TFM
1285
TFC Financial Management
Massachusetts
$1.7K 6 – –
LIM
1286
Longfellow Investment Management
Massachusetts
$1.7K 6 – –
BAM
1287
Bellevue Asset Management
Washington
$1.7K 6 +6 New
PWA
1288
Principia Wealth Advisory
Texas
$1.7K 6 +6 New
FIA
1289
FPC Investment Advisory
California
$1.51K 5 – –
RAM
1290
Riggs Asset Management
Pennsylvania
$1.42K 5 – –
HFS
1291
Horizon Financial Services
North Carolina
$1.42K 5 – –
BFPW
1292
BOK Financial Private Wealth
Colorado
$1.14K 4 +4 New
CWA
1293
Carolina Wealth Advisors
South Carolina
$1.14K 4 – –
SMAM
1294
Sugar Maple Asset Management
Wisconsin
$1.14K 4 +4 New
GSWM
1295
Golden State Wealth Management
California
$1.14K 4 +4 New
CT
1296
Coastline Trust
Rhode Island
$1.14K 4 +4 New
WW
1297
Winnow Wealth
Texas
$1.06K 4 +4 New
TWD
1298
True Wealth Design
Ohio
$1.04K 4 +4 New
WTFG
1299
Wood Tarver Financial Group
Idaho
$1K 6 +6 New
SIS
1300
Sound Income Strategies
Florida
$852 3 -17 -85%
50 51
52
53 54