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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
OWA
1451
Opal Wealth Advisors
New York
-$126K -393 Closed
QL
1452
Quarry LP
New York
-$126K -393 Closed
BCMLT
1453
Beacon Capital Management LLC (Tennessee)
Tennessee
-$91.4K -286 Closed
HC
1454
Hoese & Co
Minnesota
-$64K -200 Closed
BC
1455
Bayforest Capital
United Kingdom
-$54.4K -170 Closed
KIM
1456
Kestra Investment Management
Texas
-$54.2K -157 Closed
IFS
1457
Intelligent Financial Strategies
Minnesota
-$49.3K -154 Closed
SNB
1458
Security National Bank
Nebraska
-$46.4K -145 Closed
WTA
1459
Washington Trust Advisors
Massachusetts
-$46.1K -144 Closed
SC
1460
Steph & Co
Wisconsin
-$39.7K -124 Closed
TPWA
1461
Twin Peaks Wealth Advisors
California
-$34.2K -118 Closed
BFPW
1462
BOK Financial Private Wealth
Colorado
-$9.92K -31 Closed
GC
1463
GFG Capital
Florida
-$9.92K -31 Closed
BFP
1464
Briaud Financial Planning
Texas
-$9K -30 Closed
WCM
1465
WealthTrak Capital Management
Virginia
-$8.32K -26 Closed
GGI
1466
Godsey & Gibb Inc
Virginia
-$6.4K -20 Closed
CWP
1467
Clark Wealth Partners
Illinois
-$4.48K -14 Closed
RAM
1468
Riggs Asset Management
Pennsylvania
-$4.16K -13 Closed
BA
1469
Bellwether Advisors
Nebraska
-$3.84K -12 Closed
SVCP
1470
Silicon Valley Capital Partners
California
-$2.89K -9 Closed
T
1471
Transce3nd
Texas
-$2.88K -9 Closed
SC
1472
Stephens Consulting
Michigan
-$2.56K -8 Closed
HWA
1473
HHM Wealth Advisors
Tennessee
-$2.24K -7 Closed
WTFG
1474
Wood Tarver Financial Group
Idaho
-$1K -6 Closed
CWA
1475
Carolina Wealth Advisors
South Carolina
-$1.28K -4 Closed

AJG Hedge Fund Activity: Q3 2025 in Review

1,339 of the 7,619 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.