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Marsh & McLennan

1,554 hedge funds and large institutions have $86.9B invested in Marsh & McLennan in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 548 increasing their positions, 602 reducing their positions, and 156 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 funds holding

Funds holding:

2.89% less ownership

Funds ownership: 90.63%87.74% (-2.9%)

10% less capital invested

Capital invested by funds: $96.9B → $86.9B (-$9.97B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,554
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
DCM
601
Donaldson Capital Management
Indiana
$2.07M
TC
602
TwinBeech Capital
New York
$2.07M
BCWM
603
Bartlett & Co Wealth Management
Ohio
$2.06M
PA
604
Pinnacle Associates
New York
$2.06M
ATPW
605
Ashton Thomas Private Wealth
Arizona
$2.05M
FFS
606
Founders Financial Securities
Maryland
$2.04M
LNWWM
607
Laird Norton Wetherby Wealth Management
California
$2.04M
CK
608
Cohen Klingenstein
New York
$2.02M
WAP
609
Wealthcare Advisory Partners
Pennsylvania
$2.01M
HH
610
Hilltop Holdings
Texas
$2.01M
WA
611
Wealth Alliance
New York
$1.99M
CFG
612
Citizens Financial Group
Rhode Island
$1.99M
CC
613
Courier Capital
New York
$1.99M
KC
614
Kepler Cheuvreux
$1.98M
MAS
615
Meeder Advisory Services
Ohio
$1.92M
PCM
616
Palouse Capital Management
Washington
$1.92M
BMCM
617
Bryn Mawr Capital Management
Pennsylvania
$1.91M
Jones Financial Companies
618
Jones Financial Companies
Missouri
$1.9M
Balyasny Asset Management
619
Balyasny Asset Management
Illinois
$1.9M
BP
620
Ballentine Partners
Massachusetts
$1.89M
RFC
621
Regions Financial Corp
Alabama
$1.86M
FRA
622
Front Row Advisors
California
$1.86M
CA
623
Clearstead Advisors
Ohio
$1.84M
TE
624
Tema ETFs
New York
$1.84M
RWB
625
RMR Wealth Builders
New Jersey
$1.83M