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
PWA
1301
Principia Wealth Advisory
Texas
$3.72K -$603 -2 -14%
CMBA
1302
C.M. Bidwell & Associates
Hawaii
$3.72K
MAS
1303
MPWM Advisory Solutions
Georgia
$3.72K
BHWM
1304
Bay Harbor Wealth Management
Maryland
$3.41K +$904 +3 +38%
BIM
1305
Breakwater Investment Management
Washington
$3.1K +$3.02K +10 New
EPIM
1306
Evelyn Partners Investment Management
$3.1K
TWD
1307
True Wealth Design
Ohio
$2.99K -$301 -1 -9%
BAM
1308
Bellevue Asset Management
Washington
$2.48K +$603 +2 +33%
OCM
1309
Orion Capital Management
California
$2.17K
PWA
1310
Provenance Wealth Advisors
Florida
$2.17K
WPA
1311
Wealth Preservation Advisors
Tennessee
$2.17K +$603 +2 +40%
HFM
1312
Harvest Fund Management
China
$2K
SFCL
1313
Strengthening Families & Communities LLC
Massachusetts
$1.86K +$1.81K +6 New
WW
1314
Winnow Wealth
Texas
$1.86K +$1.81K +6 New
TFM
1315
TFC Financial Management
Massachusetts
$1.86K
CAC
1316
Core Alternative Capital
Georgia
$1.86K
FCAS
1317
First Command Advisory Services
Texas
$1.86K
LIM
1318
Longfellow Investment Management
Massachusetts
$1.86K
WA
1319
WestEnd Advisors
North Carolina
$1.86K
WOC
1320
West Oak Capital
California
$1.47K -$76.3K -253 -35%
QWM
1321
Quaker Wealth Management
New Jersey
$1.24K -$603 -2 -33%
DWA
1322
Delos Wealth Advisors
Texas
$1.24K
HIA
1323
HFM Investment Advisors
New Jersey
$1.24K
AT
1324
Avalon Trust
New Mexico
$1.24K +$1.21K +4 New
PP
1325
PFS Partners
New Jersey
$1.24K +$1.21K +4 New

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.