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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.5B +$233M +739,130 +2%
BlackRock
2
BlackRock
New York
$6.95B +$200M +632,842 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$6B +$1.52B +4,815,207 +38%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.74B +$559M +1,769,052 +15%
Capital World Investors
5
Capital World Investors
California
$4B +$1.07B +3,374,770 +41%
State Street
6
State Street
Massachusetts
$3.67B +$109M +343,783 +3%
Capital International Investors
7
Capital International Investors
California
$2.49B -$898M -2,841,701 -28%
Morgan Stanley
8
Morgan Stanley
New York
$2.47B +$208M +658,613 +10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.28B +$110M +347,330 +6%
Norges Bank
10
Norges Bank
Norway
$1.63B -$94.7M -299,869 -6%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$1.02B +$43.4M +137,354 +5%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$992M -$19.2M -60,939 -2%
Brown Advisory
13
Brown Advisory
Maryland
$963M -$53M -167,674 -6%
Northern Trust
14
Northern Trust
Illinois
$816M +$2.99M +9,458 +0.4%
WCM Investment Management
15
WCM Investment Management
California
$796M +$2.4M +7,594 +0.3%
Mitsubishi UFJ Asset Management
16
Mitsubishi UFJ Asset Management
Japan
$790M +$118M +373,819 +20%
Principal Financial Group
17
Principal Financial Group
Iowa
$715M +$21.3M +67,424 +3%
Charles Schwab
18
Charles Schwab
California
$712M +$10.9M +34,423 +2%
Invesco
19
Invesco
Georgia
$639M -$14.4M -45,615 -2%
UBS AM
20
UBS AM
Illinois
$528M +$28.6M +90,606 +6%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$522M +$9.63M +30,500 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$513M +$10M +31,723 +2%
Capital Research Global Investors
23
Capital Research Global Investors
California
$505M +$378M +1,195,146 +448%
Goldman Sachs
24
Goldman Sachs
New York
$503M +$102M +322,861 +28%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$492M -$16.5M -52,088 -4%

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.