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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
OCM
1326
Orion Capital Management
California
$2.42K
PWA
1327
Provenance Wealth Advisors
Florida
$2.42K
WA
1328
WestEnd Advisors
North Carolina
$2.42K +$1.58K +5 +250%
HHGA
1329
Halbert Hargrove Global Advisors
California
$2.42K +$2.21K +7 New
TWD
1330
True Wealth Design
Ohio
$2.3K +$948 +3 +75%
TFM
1331
TFC Financial Management
Massachusetts
$2.07K
WTFG
1332
Wood Tarver Financial Group
Idaho
$2.07K
CAC
1333
Core Alternative Capital
Georgia
$2.07K -$2.84K -9 -60%
BAM
1334
Bellevue Asset Management
Washington
$2.07K
LIM
1335
Longfellow Investment Management
Massachusetts
$2.07K
BHWM
1336
Bay Harbor Wealth Management
Maryland
$2.07K +$1.9K +6 New
FCAS
1337
First Command Advisory Services
Texas
$2.07K +$1.9K +6 New
NWM
1338
Nova Wealth Management
Florida
$2.07K +$1.9K +6 New
RF
1339
Rossby Financial
Florida
$1.93K +$1.9K +6 New
WW
1340
Winnow Wealth
Texas
$1.92K +$632 +2 +50%
RAM
1341
Riggs Asset Management
Pennsylvania
$1.73K
DWM
1342
Dogwood Wealth Management
Kansas
$1.73K +$1.58K +5 New
HC
1343
Hara Capital
Washington
$1.73K +$1.58K +5 New
WPA
1344
Wealth Preservation Advisors
Tennessee
$1.73K +$1.58K +5 New
CWA
1345
Carolina Wealth Advisors
South Carolina
$1.38K
GSWM
1346
Golden State Wealth Management
California
$1.38K
ACA
1347
American Capital Advisory
Idaho
$1.38K +$1.26K +4 New
GP
1348
Greenline Partners
New York
$1.38K +$1.26K +4 New
PWM
1349
Parkworth Wealth Management
California
$1.04K
RPA
1350
Redwood Park Advisors
California
$1.04K

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.