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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
CAWM
1276
Capital A Wealth Management
Pennsylvania
$4.83K +$4.95K +17 New
VWA
1277
Valued Wealth Advisors
Utah
$4.54K -$582 -2 -11%
PWMG
1278
Private Wealth Management Group
New Jersey
$4.54K
SIC
1279
Salem Investment Counselors
North Carolina
$4.26K -$2.91K -10 -40%
CAC
1280
Core Alternative Capital
Georgia
$4.26K
FPF
1281
First Pacific Financial
Washington
$4.26K +$4.37K +15 New
M
1282
MOTCO
Texas
$3.97K +$4.07K +14 New
AFG
1283
Albion Financial Group
Utah
$3.69K
T
1284
Tidemark
California
$3.69K +$3.78K +13 New
EBA
1285
Eagle Bay Advisors
New York
$3.67K -$1.75K -6 -32%
CMBA
1286
C.M. Bidwell & Associates
Hawaii
$3.41K
WCM
1287
WealthTrak Capital Management
Virginia
$3.12K +$3.2K +11 New
CWP
1288
Clark Wealth Partners
Illinois
$3.12K +$3.2K +11 New
HFM
1289
Harvest Fund Management
China
$3K +$2.04K +7 +233%
MFS
1290
Mattson Financial Services
Michigan
$2.81K -$1.36M -4,661 -100%
MTIC
1291
Missouri Trust & Investment Company
Missouri
$2.56K +$2.62K +9 New
AT
1292
Avalon Trust
New Mexico
$2.27K +$2.33K +8 New
NWWA
1293
New Wave Wealth Advisors
Arkansas
$2.27K +$2.33K +8 New
PWA
1294
Provenance Wealth Advisors
Florida
$1.99K
CF
1295
Conquis Financial
California
$1.99K +$2.04K +7 New
HWA
1296
HHM Wealth Advisors
Tennessee
$1.99K +$2.04K +7 New
MRP
1297
Measured Risk Portfolios
California
$1.99K +$2.04K +7 New
OCM
1298
Orion Capital Management
California
$1.99K +$2.04K +7 New
TFM
1299
TFC Financial Management
Massachusetts
$1.7K
LIM
1300
Longfellow Investment Management
Massachusetts
$1.7K

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.