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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
KWM
526
Kingsview Wealth Management
Oregon
$3.03M
PTC
527
Private Trust Company
Ohio
$2.97M
LAM
528
LECAP Asset Management
United Kingdom
$2.95M
SIA
529
Strategic Investment Advisors
Michigan
$2.91M
O
530
Ossiam
France
$2.89M
VT
531
Vise Technologies
New York
$2.89M
CIBC World Market
532
CIBC World Market
Ontario, Canada
$2.86M
CIA
533
Concurrent Investment Advisors
Florida
$2.86M
MC
534
Machina Capital
France
$2.85M
NSEDCP
535
NJ State Employees Deferred Compensation Plan
New Jersey
$2.84M
UHC
536
Union Heritage Capital
Michigan
$2.83M
AA
537
ABC Arbitrage
France
$2.83M
HWM
538
HB Wealth Management
Georgia
$2.83M
PCM
539
Polymer Capital Management
New York
$2.82M
QCG
540
Quadrant Capital Group
Ohio
$2.78M
AWM
541
Accurate Wealth Management
Florida
$2.78M
IWA
542
Icon Wealth Advisors
Texas
$2.76M
FCH
543
Freestone Capital Holdings
Washington
$2.76M
LCM
544
Landscape Capital Management
New Jersey
$2.75M
MMA
545
Miracle Mile Advisors
California
$2.75M
CI Investments Inc
546
CI Investments Inc
Ontario, Canada
$2.73M
STA
547
Summit Trail Advisors
New York
$2.71M
BIP
548
Bouvel Investment Partners
Pennsylvania
$2.71M
PWM
549
Perigon Wealth Management
California
$2.7M
UCFA
550
United Capital Financial Advisors
Texas
$2.69M