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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
SC
601
Savant Capital
Illinois
$2.2M
CK
602
Cohen Klingenstein
New York
$2.19M
WAP
603
Wealthcare Advisory Partners
Pennsylvania
$2.17M
PA
604
Pinnacle Associates
New York
$2.16M
VSQM
605
V-Square Quantitative Management
Illinois
$2.16M
BP
606
Ballentine Partners
Massachusetts
$2.15M
CC
607
Courier Capital
New York
$2.15M
SAM
608
Sompo Asset Management
Japan
$2.15M
RFC
609
Regions Financial Corp
Alabama
$2.11M
NRD
610
Nebula Research & Development
New York
$2.11M
DWA
611
Delap Wealth Advisory
Oregon
$2.09M
PGAM
612
Princeton Global Asset Management
New Jersey
$2.09M
GT
613
Greenleaf Trust
Michigan
$2.08M
RWB
614
RMR Wealth Builders
New Jersey
$2.06M
HH
615
Hilltop Holdings
Texas
$2.06M
MAS
616
Meeder Advisory Services
Ohio
$2.03M
TAM
617
Tealwood Asset Management
Minnesota
$2.02M
FRA
618
Front Row Advisors
California
$2.02M
WA
619
Wealth Alliance
New York
$2.01M
CCG
620
Chatham Capital Group
Georgia
$1.97M
MK
621
MASTERINVEST Kapitalanlage
$1.97M
QI
622
Qtron Investments
Massachusetts
$1.94M
GC
623
Grimes & Company
Massachusetts
$1.93M
JF
624
Jump Financial
Illinois
$1.93M
MWM
625
Mission Wealth Management
California
$1.89M