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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,356 hedge funds and large institutions have $72.6B invested in Arthur J. Gallagher & Co in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 555 increasing their positions, 472 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
+16
Holders Change %
+1.19%
% of All Funds
18.19%
Holding in Top 10
37
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24.49%
% of All Funds
0.5%
New
133
Increased
555
Reduced
472
Closed
97
Calls
$164M
Puts
$148M
Net Calls
+$16.1M
Net Calls Change
-$86.1M

Top Buyers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$359M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$247M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.95B
4
Invesco
4
Invesco
Georgia
$754M
5
APG Asset Management
5
APG Asset Management
Netherlands
$327M

Top Sellers

1
BlackRock
1
BlackRock
New York
$6.08B
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$1.88B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.18B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$5.65M
5
AI
5
Axiom Investors
Connecticut
$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
1301
Private Wealth Management Group
New Jersey
$7.36K – – –
HWM
1302
HighMark Wealth Management
Minnesota
$6.72K -$1.28K -4 -16%
NWM
1303
Nova Wealth Management
Florida
$6.71K +$4.79K +15 +250%
GGI
1304
Godsey & Gibb Inc
Virginia
$6.4K – – –
BLC
1305
Brown, Lisle/Cummings
Rhode Island
$6.4K – – –
AP
1306
Aspect Partners
Virginia
$6.4K – – –
CAL
1307
Capital Advisors Ltd
Ohio
$6K -$2.84K -9 -32%
T
1308
Tidemark
California
$5.77K +$1.6K +5 +38%
DWM
1309
Dogwood Wealth Management
Kansas
$5.65K +$4.08K +13 +260%
IWM
1310
IMG Wealth Management
Florida
$5.44K +$5.44K +17 New
VWA
1311
Valued Wealth Advisors
Utah
$5.14K – – –
SIS
1312
Sound Income Strategies
Florida
$4.8K +$1.6K +5 +50%
TFG
1313
Team Financial Group
California
$4.66K +$4.66K +15 New
PWA
1314
Principia Wealth Advisory
Texas
$4.48K +$960 +3 +27%
AFG
1315
Albion Financial Group
Utah
$4.16K – – –
CWM
1316
Cranbrook Wealth Management
Michigan
$4.16K – – –
VIS
1317
Vega Investment Solutions
France
$4.16K – – –
RAM
1318
Riggs Asset Management
Pennsylvania
$4.16K +$2.56K +8 +160%
BA
1319
Bellwether Advisors
Nebraska
$3.84K -$5.3M -16,545 -100%
MAS
1320
MPWM Advisory Solutions
Georgia
$3.84K -$14.4K -45 -79%
CMBA
1321
C.M. Bidwell & Associates
Hawaii
$3.84K – – –
HFS
1322
Horizon Financial Services
North Carolina
$3.84K +$1.28K +4 +50%
HFS
1323
Hughes Financial Services
Virginia
$3.44K -$286 -1 -8%
TWD
1324
True Wealth Design
Ohio
$3.41K +$1.24K +4 +57%
PWA
1325
Physician Wealth Advisors
Utah
$3.2K +$3.2K +10 New
51 52
53
54 55