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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
IA
626
IAM Advisory
Pennsylvania
$1.88M
BTWM
627
Brass Tax Wealth Management
Ohio
$1.88M
SAM
628
Shell Asset Management
Netherlands
$1.88M
Jones Financial Companies
629
Jones Financial Companies
Missouri
$1.85M
SC
630
Syon Capital
California
$1.84M
ML
631
McAdam LLC
Pennsylvania
$1.84M
PBT
632
Pictet Bank & Trust
Bahamas
$1.84M
ICP
633
Impact Capital Partners
Colorado
$1.83M
EWA
634
EP Wealth Advisors
California
$1.82M
DBIA
635
Dumont & Blake Investment Advisors
New Jersey
$1.8M
MCM
636
MAI Capital Management
Ohio
$1.8M
EWM
637
Empirical Wealth Management
Washington
$1.79M
RWP
638
RWA Wealth Partners
Massachusetts
$1.79M
PFS
639
Prospera Financial Services
Texas
$1.79M
WC
640
Westerkirk Capital
$1.77M
EWM
641
Evercore Wealth Management
New York
$1.77M
TSS
642
Two Sigma Securities
New York
$1.77M
CA
643
Clearstead Advisors
Ohio
$1.77M
TPM
644
Triasima Portfolio Management
Quebec, Canada
$1.75M
ATPW
645
Ashton Thomas Private Wealth
Arizona
$1.74M
ASN
646
Advisory Services Network
Georgia
$1.72M
LNB
647
Ledyard National Bank
$1.71M
CFG
648
Citizens Financial Group
Rhode Island
$1.7M
LF
649
Lantz Financial
Illinois
$1.7M
PS
650
Principal Securities
Iowa
$1.69M