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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
FCH
551
Freestone Capital Holdings
Washington
$2.98M
SW
552
Simplicity Wealth
New Jersey
$2.98M
CCM
553
Coldstream Capital Management
Washington
$2.97M
RCIM
554
Red Cedar Investment Management
Michigan
$2.97M
MWM
555
Moran Wealth Management
Florida
$2.97M
Federated Hermes
556
Federated Hermes
Pennsylvania
$2.96M
MMA
557
Miracle Mile Advisors
California
$2.93M
KRSITF
558
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.93M
Cambridge Investment Research Advisors
559
Cambridge Investment Research Advisors
Iowa
$2.91M
SLI
560
Sumitomo Life Insurance
Japan
$2.89M
EF
561
Empowered Funds
Pennsylvania
$2.87M
VRM
562
Vectors Research Management
New York
$2.87M
FT
563
Fiduciary Trust
Massachusetts
$2.83M
CWM
564
Congress Wealth Management
Massachusetts
$2.82M
KPWS
565
Kestra Private Wealth Services
Texas
$2.82M
KB
566
Kimelman & Baird
New York
$2.8M
CIA
567
Concurrent Investment Advisors
Florida
$2.8M
SF
568
Summit Financial
New Jersey
$2.76M
ECM
569
Everence Capital Management
Indiana
$2.76M
RWA
570
River Wealth Advisors
Pennsylvania
$2.75M
DA
571
Drake & Associates
Wisconsin
$2.71M
PAG
572
Private Advisor Group
New Jersey
$2.71M
MNBTD
573
Moody National Bank Trust Division
Texas
$2.65M
PGCM
574
Prescott Group Capital Management
Oklahoma
$2.6M
KAS
575
Kestra Advisory Services
Texas
$2.6M