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Marsh & McLennan

1,594 hedge funds and large institutions have $96.8B invested in Marsh & McLennan in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 613 increasing their positions, 587 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% less funds holding

Funds holding: 1,6071,594 (-13)

9% less capital invested

Capital invested by funds: $106B → $96.8B (-$9.55B)

47% less funds holding in top 10

Funds holding in top 10: 3619 (-17)

Holders
1,594
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$154M
Puts
$123M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ORI
401
Oak Ridge Investments
Illinois
$7.18M
UM
402
UniSuper Management
Australia
$7.12M
ZBNA
403
Zions Bancorporation, National Association
Utah
$7.1M
IIM
404
Ipswich Investment Management
Massachusetts
$7.06M
NA
405
NewEdge Advisors
Louisiana
$6.93M
KRS
406
Kentucky Retirement Systems
Kentucky
$6.91M
CGH
407
Crossmark Global Holdings
Texas
$6.87M
SW
408
SVB Wealth
Massachusetts
$6.85M
TVWM
409
Tower View Wealth Management
Wisconsin
$6.71M
MGP
410
Metis Global Partners
California
$6.71M
CM
411
Churchill Management
California
$6.7M
Focus Partners Wealth
412
Focus Partners Wealth
Massachusetts
$6.65M
HIMCH
413
Hartford Investment Management Co (HIMCO)
Connecticut
$6.51M
AAS
414
Avantax Advisory Services
Texas
$6.5M
AIM
415
Achmea Investment Management
Netherlands
$6.29M
SF
416
Synovus Financial
Georgia
$6.19M
SCA
417
Snowden Capital Advisors
New York
$6.17M
First Manhattan
418
First Manhattan
New York
$6.16M
PPW
419
Parcion Private Wealth
Washington
$6.1M
CPA
420
Capital Planning Advisors
California
$6.06M
MGP
421
M&G plc
United Kingdom
$6.04M
CCFCSB
422
Cape Cod Five Cents Savings Bank
Massachusetts
$5.96M
ACM
423
Aquatic Capital Management
Illinois
$5.87M
Canada Pension Plan Investment Board
424
Canada Pension Plan Investment Board
Ontario, Canada
$5.84M
AF
425
Aviso Financial
Ontario, Canada
$5.81M