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Marsh & McLennan

1,548 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, 546 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: 1,5941,548 (-46)

10% less capital invested

Capital invested by funds: $96.8B → $86.9B (-$9.9B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,548
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
ATPW
601
Ashton Thomas Private Wealth
Arizona
$2.05M
FFS
602
Founders Financial Securities
Maryland
$2.04M
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$2.04M
CK
604
Cohen Klingenstein
New York
$2.02M
WAP
605
Wealthcare Advisory Partners
Pennsylvania
$2.01M
HH
606
Hilltop Holdings
Texas
$2.01M
WA
607
Wealth Alliance
New York
$1.99M
CFG
608
Citizens Financial Group
Rhode Island
$1.99M
CC
609
Courier Capital
New York
$1.99M
KC
610
Kepler Cheuvreux
$1.98M
MAS
611
Meeder Advisory Services
Ohio
$1.92M
PCM
612
Palouse Capital Management
Washington
$1.92M
BMCM
613
Bryn Mawr Capital Management
Pennsylvania
$1.91M
Jones Financial Companies
614
Jones Financial Companies
Missouri
$1.9M
Balyasny Asset Management
615
Balyasny Asset Management
Illinois
$1.9M
BP
616
Ballentine Partners
Massachusetts
$1.89M
RFC
617
Regions Financial Corp
Alabama
$1.86M
FRA
618
Front Row Advisors
California
$1.86M
CA
619
Clearstead Advisors
Ohio
$1.84M
TE
620
Tema ETFs
New York
$1.84M
RWB
621
RMR Wealth Builders
New Jersey
$1.83M
SWM
622
Spire Wealth Management
Virginia
$1.81M
SC
623
Syon Capital
California
$1.81M
TAM
624
Tealwood Asset Management
Minnesota
$1.79M
GT
625
Greenleaf Trust
Michigan
$1.78M