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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
T
1451
TOBAM
France
-$92K -325 Closed
VWM
1452
Venturi Wealth Management
Texas
-$71K -250 Closed
EFP
1453
EnRich Financial Partners
Wisconsin
-$67.8K -239 Closed
IIM
1454
Intact Investment Management
Quebec, Canada
-$56.8K -200 Closed
RF
1455
Roxbury Financial
New Jersey
-$48.6K -155 Closed
OC
1456
Oarsman Capital
Wisconsin
-$43.4K -153 Closed
OIAM
1457
OFI Invest Asset Management
France
-$41.7K -152 Closed
TCG
1458
Transcendent Capital Group
Oklahoma
-$39.7K -140 Closed
FLP
1459
Financial Life Planners
Arizona
-$36.4K -128 Closed
MCI
1460
MRP Capital Investments
Georgia
-$28.4K -100 Closed
WIM
1461
Westside Investment Management
California
-$11.1K -39 Closed
OA
1462
Operose Advisors
Wisconsin
-$10.2K -36 Closed
FWM
1463
FLP Wealth Management
Arkansas
-$6.75K -24 Closed
SC
1464
Solstein Capital
California
-$5.68K -20 Closed
WAS
1465
Winch Advisory Services
Wisconsin
-$5.39K -19 Closed
EBA
1466
Eagle Bay Advisors
New York
-$3.67K -13 Closed
MFS
1467
Mattson Financial Services
Michigan
-$2.81K -10 Closed
AT
1468
Avalon Trust
New Mexico
-$2.27K -8 Closed
NWWA
1469
New Wave Wealth Advisors
Arkansas
-$2.27K -8 Closed
CF
1470
Conquis Financial
California
-$1.99K -7 Closed
MRP
1471
Measured Risk Portfolios
California
-$1.99K -7 Closed
FIA
1472
FPC Investment Advisory
California
-$1.51K -5 Closed
BFPW
1473
BOK Financial Private Wealth
Colorado
-$1.14K -4 Closed
CT
1474
Coastline Trust
Rhode Island
-$1.14K -4 Closed
SMAM
1475
Sugar Maple Asset Management
Wisconsin
-$1.14K -4 Closed

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.