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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
VPI
576
Value Partners Investments
Manitoba, Canada
$2.6M
HF
577
HRT Financial
New York
$2.58M
HCM
578
Howland Capital Management
Massachusetts
$2.55M
SC
579
Soundwatch Capital
Connecticut
$2.54M
TG
580
TCW Group
California
$2.53M
GSC
581
G&S Capital
Colorado
$2.5M
Financial Engines Advisors
582
Financial Engines Advisors
California
$2.47M
HSA
583
HBK Sorce Advisory
Pennsylvania
$2.42M
PFA
584
Peak Financial Advisors
Colorado
$2.39M
FCBT
585
First Citizens Bank & Trust
North Carolina
$2.39M
BF
586
BOK Financial
Oklahoma
$2.39M
MSA
587
MUFG Securities Americas
New York
$2.39M
VF
588
Virtu Financial
New York
$2.34M
TA
589
TKG Advisors
Indiana
$2.34M
HBT
590
Hills Bank & Trust
Iowa
$2.33M
RWM
591
Ritholtz Wealth Management
New York
$2.33M
STA
592
Summit Trail Advisors
New York
$2.29M
BCWM
593
Bartlett & Co Wealth Management
Ohio
$2.27M
P
594
Pitcairn
Pennsylvania
$2.24M
WSFS
595
Wilmington Savings Fund Society
Delaware
$2.23M
EBT
596
Enterprise Bank & Trust
Massachusetts
$2.23M
BJL
597
Brighton Jones LLC
Washington
$2.23M
LNWWM
598
Laird Norton Wetherby Wealth Management
California
$2.22M
HAG
599
HighPoint Advisor Group
Illinois
$2.21M
S
600
SignatureFD
Georgia
$2.21M