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Arthur J. Gallagher & Co

1,324 hedge funds and large institutions have $65.9B invested in Arthur J. Gallagher & Co in 2024 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 561 increasing their positions, 331 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 78

69% more repeat investments, than reductions

Existing positions increased: 561 | Existing positions reduced: 331

55% more funds holding in top 10

Funds holding in top 10: 3351 (+18)

47% more call options, than puts

Call options by funds: $275M | Put options by funds: $187M

25% more capital invested

Capital invested by funds: $52.8B → $65.9B (+$13.2B)

10% more funds holding

Funds holding: 1,1991,324 (+125)

7.36% more ownership

Funds ownership: 85.67%93.04% (+7.4%)

Holders
1,324
Holders Change
+125
Holders Change %
+10.43%
% of All Funds
17.44%
Holding in Top 10
51
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+54.55%
% of All Funds
0.67%
New
220
Increased
561
Reduced
331
Closed
78
Calls
$275M
Puts
$187M
Net Calls
+$88.3M
Net Calls Change
+$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.42B +$1.12B +3,851,661 +15%
BlackRock
2
BlackRock
New York
$5.54B +$579M +1,988,814 +11%
JP Morgan Chase
3
JP Morgan Chase
New York
$3.56B +$2.24B +7,712,881 +159%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.39B -$101M -346,298 -3%
State Street
5
State Street
Massachusetts
$2.92B +$393M +1,350,057 +15%
Capital International Investors
6
Capital International Investors
California
$2.86B +$89M +305,876 +3%
Capital World Investors
7
Capital World Investors
California
$2.33B +$556M +1,910,471 +30%
Morgan Stanley
8
Morgan Stanley
New York
$1.84B -$133M -455,928 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.78B +$229M +787,265 +14%
Norges Bank
10
Norges Bank
Norway
$1.42B -$50.4M -173,088 -3%
Brown Advisory
11
Brown Advisory
Maryland
$840M +$75.8M +260,533 +10%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$833M -$76.5M -263,004 -8%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$801M +$508M +1,745,283 +162%
Winslow Capital Management
14
Winslow Capital Management
Minnesota
$719M +$738M +2,534,749 New
Citadel Advisors
15
Citadel Advisors
Florida
$683M +$691M +2,375,510 +7,975%
Northern Trust
16
Northern Trust
Illinois
$669M +$140M +480,193 +26%
WCM Investment Management
17
WCM Investment Management
California
$663M -$4.04M -13,875 -0.6%
Charles Schwab
18
Charles Schwab
California
$576M +$53.8M +184,960 +10%
Principal Financial Group
19
Principal Financial Group
Iowa
$569M +$325M +1,117,441 +126%
Invesco
20
Invesco
Georgia
$538M -$9.97M -34,252 -2%
Mitsubishi UFJ Asset Management
21
Mitsubishi UFJ Asset Management
Japan
$536M -$52M -178,687 -9%
Jane Street
22
Jane Street
New York
$527M +$531M +1,825,703 +5,772%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$499M +$480M +1,649,046 +1,511%
Baillie Gifford & Co
24
Baillie Gifford & Co
United Kingdom
$462M -$219M -751,982 -32%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$426M +$49.2M +169,172 +13%

AJG Hedge Fund Activity: Q4 2024 in Review

1,324 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2024, worth a combined $65.9B — up 25% from $52.8B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new AJG positions and 78 closed out — a net gain of 142 holders — while 561 added to existing stakes and 331 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.24B. The largest seller was Baillie Gifford & Co, cutting an estimated $219M.

  • 1,324 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2024, up from 1,199 in Q3 2024.
  • Funds reported $65.9B of Arthur J. Gallagher & Co stock for Q4 2024, up 25% quarter-over-quarter.
  • 220 funds opened new Arthur J. Gallagher & Co positions in Q4 2024 and 78 closed out, a net change of +142 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2024 was JP Morgan Chase, an estimated $2.24B added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2024 was Baillie Gifford & Co, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2024.