We are live on ! Find out more
AJG icon

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
HWP
1276
Highline Wealth Partners
California
$8.36K -$9.04K -30 -53%
MAM
1277
Marquette Asset Management
Minnesota
$8.36K +$8.14K +27 New
PAM
1278
Palisade Asset Management
Minnesota
$8.05K +$7.84K +26 New
AP
1279
Aspect Partners
Virginia
$8.05K +$1.81K +6 +30%
PA
1280
Pineridge Advisors
Missouri
$7.83K
CIA
1281
Cape Investment Advisory
Georgia
$7.43K +$4.82K +16 +200%
PWMG
1282
Private Wealth Management Group
New Jersey
$7.13K
CCM
1283
Cloud Capital Management
Washington
$7K +$6.93K +23 New
AF
1284
Alerus Financial
North Dakota
$6.81K -$7.84K -26 -54%
TSMHT
1285
Thurston Springer Miller Herd & Titak
Indiana
$6.81K -$95.9K -318 -94%
BFS
1286
Bare Financial Services
Pennsylvania
$6.5K -$904 -3 -13%
HWM
1287
HighMark Wealth Management
Minnesota
$6.5K
NSG
1288
Nalls Sherbakoff Group
Tennessee
$6.25K
BLC
1289
Brown, Lisle/Cummings
Rhode Island
$6.2K
DWM
1290
Dogwood Wealth Management
Kansas
$6.2K +$603 +2 +11%
Q1WB
1291
Quest 10 Wealth Builders
Virginia
$5.88K +$5.73K +19 New
T
1292
Tidemark
California
$5.58K
IWM
1293
IMG Wealth Management
Florida
$5.27K
VWA
1294
Valued Wealth Advisors
Utah
$4.99K
NWM
1295
Nova Wealth Management
Florida
$4.96K -$1.51K -5 -24%
RWA
1296
Redmont Wealth Advisors
Illinois
$4.65K
SIS
1297
Sound Income Strategies
Florida
$4.53K
TFG
1298
Team Financial Group
California
$4.52K
AFG
1299
Albion Financial Group
Utah
$4.03K
CWM
1300
Cranbrook Wealth Management
Michigan
$4.03K

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.