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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
KA
526
Kintegral Advisory
New York
$3.37M
ETC
527
Exchange Traded Concepts
Oklahoma
$3.35M
PWM
528
Perigon Wealth Management
California
$3.35M
TMAM
529
Tokio Marine Asset Management
Japan
$3.31M
HT
530
Heritage Trust
Oklahoma
$3.29M
SIA
531
Strategic Investment Advisors
Michigan
$3.27M
LA
532
Lindenwold Advisors
Pennsylvania
$3.26M
KWM
533
Kingsview Wealth Management
Oregon
$3.26M
CL
534
Choreo LLC
Illinois
$3.22M
SDIC
535
South Dakota Investment Council
South Dakota
$3.2M
DWM
536
Dynasty Wealth Management
Florida
$3.14M
PA
537
PFG Advisors
Arizona
$3.14M
1832 Asset Management
538
1832 Asset Management
Ontario, Canada
$3.14M
AWM
539
Axxcess Wealth Management
California
$3.13M
OTL
540
Oak Thistle LLC
New York
$3.12M
HWM
541
HB Wealth Management
Georgia
$3.09M
NSEDCP
542
NJ State Employees Deferred Compensation Plan
New Jersey
$3.08M
UCFA
543
United Capital Financial Advisors
Texas
$3.08M
UHC
544
Union Heritage Capital
Michigan
$3.07M
BPA
545
Beacon Pointe Advisors
California
$3.06M
SG Americas Securities
546
SG Americas Securities
New York
$3.05M
IWA
547
Icon Wealth Advisors
Texas
$3.04M
HFS
548
Hantz Financial Services
Michigan
$3M
AWM
549
Accurate Wealth Management
Florida
$2.99M
BIP
550
Bouvel Investment Partners
Pennsylvania
$2.98M