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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,340 hedge funds and large institutions have $77.2B invested in Arthur J. Gallagher & Co in 2025 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 541 increasing their positions, 443 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
+29
Holders Change %
+2.21%
% of All Funds
18.2%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.67%
New
175
Increased
541
Reduced
443
Closed
120
Calls
$167M
Puts
$64.3M
Net Calls
+$102M
Net Calls Change
+$14M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.66B
2
Capital World Investors
Capital World Investors
California
+$1.17B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$611M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$413M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$255M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$981M
2
Citadel Advisors
Citadel Advisors
Florida
-$819M
3
Jane Street
Jane Street
New York
-$621M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$591M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
1301
C.M. Bidwell & Associates
Hawaii
$4.14K – – –
RJA
1302
Ross\Johnson & Associates
Minnesota
$4.14K +$4.14K +12 New
PWA
1303
Principia Wealth Advisory
Texas
$3.56K +$1.62K +5 +83%
SIS
1304
Sound Income Strategies
Florida
$3.45K +$2.42K +7 +233%
MTIC
1305
Missouri Trust & Investment Company
Missouri
$3.11K – – –
HFS
1306
Horizon Financial Services
North Carolina
$2.76K +$1.04K +3 +60%
WOC
1307
West Oak Capital
California
$2.61K – – –
OCM
1308
Orion Capital Management
California
$2.42K – – –
PWA
1309
Provenance Wealth Advisors
Florida
$2.42K – – –
HWA
1310
HHM Wealth Advisors
Tennessee
$2.42K – – –
WA
1311
WestEnd Advisors
North Carolina
$2.42K +$1.73K +5 +250%
HHGA
1312
Halbert Hargrove Global Advisors
California
$2.42K +$2.42K +7 New
TWD
1313
True Wealth Design
Ohio
$2.3K +$986 +3 +75%
TFM
1314
TFC Financial Management
Massachusetts
$2.07K – – –
WTFG
1315
Wood Tarver Financial Group
Idaho
$2.07K – – –
CAC
1316
Core Alternative Capital
Georgia
$2.07K -$3.11K -9 -60%
LIM
1317
Longfellow Investment Management
Massachusetts
$2.07K – – –
BAM
1318
Bellevue Asset Management
Washington
$2.07K – – –
BHWM
1319
Bay Harbor Wealth Management
Maryland
$2.07K +$2.07K +6 New
FCAS
1320
First Command Advisory Services
Texas
$2.07K +$2.07K +6 New
NWM
1321
Nova Wealth Management
Florida
$2.07K +$2.07K +6 New
RF
1322
Rossby Financial
Florida
$1.93K +$1.93K +6 New
WW
1323
Winnow Wealth
Texas
$1.92K +$640 +2 +50%
RAM
1324
Riggs Asset Management
Pennsylvania
$1.73K – – –
WPA
1325
Wealth Preservation Advisors
Tennessee
$1.73K +$1.73K +5 New
51 52
53
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