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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
GGI
1301
Godsey & Gibb Inc
Virginia
$6.91K
BLC
1302
Brown, Lisle/Cummings
Rhode Island
$6.91K +$6.32K +20 New
CVM
1303
Cheviot Value Management
California
$6.7K +$6.32K +20 New
CAWM
1304
Capital A Wealth Management
Pennsylvania
$6.21K +$316 +1 +6%
LFA
1305
LGT Financial Advisors
Texas
$5.92K -$32.2K -102 -86%
VWA
1306
Valued Wealth Advisors
Utah
$5.54K
DF
1307
Dunhill Financial
United Kingdom
$5.49K -$3.16K -10 -38%
AW
1308
Avion Wealth
Texas
$5K
WCM
1309
WealthTrak Capital Management
Virginia
$4.83K +$948 +3 +27%
CTWM
1310
Cherry Tree Wealth Management
Minnesota
$4.83K +$4.42K +14 New
RS
1311
Rakuten Securities
Japan
$4.83K -$12.3K -39 -74%
CWP
1312
Clark Wealth Partners
Illinois
$4.83K +$948 +3 +27%
AFG
1313
Albion Financial Group
Utah
$4.49K
CWM
1314
Cranbrook Wealth Management
Michigan
$4.49K +$4.11K +13 New
T
1315
Tidemark
California
$4.49K
HFS
1316
Hughes Financial Services
Virginia
$4.47K +$4.11K +13 New
VIS
1317
Vega Investment Solutions
France
$4.17K +$4.11K +13 New
CMBA
1318
C.M. Bidwell & Associates
Hawaii
$4.14K
RJA
1319
Ross\Johnson & Associates
Minnesota
$4.14K +$3.79K +12 New
PWA
1320
Principia Wealth Advisory
Texas
$3.56K +$1.58K +5 +83%
SIS
1321
Sound Income Strategies
Florida
$3.45K +$2.21K +7 +233%
MTIC
1322
Missouri Trust & Investment Company
Missouri
$3.11K
HFS
1323
Horizon Financial Services
North Carolina
$2.76K +$948 +3 +60%
WOC
1324
West Oak Capital
California
$2.61K
HWA
1325
HHM Wealth Advisors
Tennessee
$2.42K

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.