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Marsh & McLennan

1,545 hedge funds and large institutions have $86.9B invested in Marsh & McLennan in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 543 increasing their positions, 598 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

3% less funds holding

Funds holding: 1,5931,545 (-48)

10% less capital invested

Capital invested by funds: $96.8B → $86.9B (-$9.91B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,545
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$125M
Puts
$113M
Net Calls
Net Calls Change

Top Buyers

1 +$394M
2 +$277M
3 +$254M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$248M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$177M

Top Sellers

1 -$722M
2 -$341M
3 -$300M
4
Amundi
Amundi
France
-$285M
5
NLI
Nippon Life Insurance
Japan
-$264M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
451
Merit Financial Group
Georgia
$4.54M
BWP
452
Burling Wealth Partners
Illinois
$4.5M
BWM
453
BNC Wealth Management
Oregon
$4.49M
KeyBank National Association
454
KeyBank National Association
Ohio
$4.48M
CPA
455
Capital Planning Advisors
California
$4.45M
SM
456
Sciencast Management
New Jersey
$4.44M
OAM
457
Occidental Asset Management
California
$4.35M
MJRIC
458
Mogy Joel R Investment Counsel
California
$4.29M
LFG
459
Larson Financial Group
Missouri
$4.29M
PF
460
Phoenix Financial
Israel
$4.22M
MIF
461
Mediolanum International Funds
Ireland
$4.21M
EOJOAM
462
E. Ohman J:or Asset Management
Sweden
$4.2M
JC
463
JB Capital
Connecticut
$4.18M
FBT
464
First Bankers Trust
Kentucky
$4.15M
VA
465
Vident Advisory
Georgia
$4.15M
AM
466
AGF Management
Ontario, Canada
$4.13M
CI
467
Conning Inc
Connecticut
$4.12M
BLC
468
Brown, Lisle/Cummings
Rhode Island
$4.1M
Envestnet Portfolio Solutions
469
Envestnet Portfolio Solutions
Illinois
$4.07M
ALMGDA
470
AG2R La Mondiale Gestion d'Actifs
France
$4.05M
RC
471
RBF Capital
California
$4.03M
FDP
472
Financiere des Professionnels
Quebec, Canada
$4.02M
VAS
473
Vestmark Advisory Solutions
Massachusetts
$4M
SEM
474
Suncoast Equity Management
Florida
$4M
Bessemer Group
475
Bessemer Group
New Jersey
$3.99M