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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
SWM
626
Spire Wealth Management
Virginia
$1.81M
SC
627
Syon Capital
California
$1.81M
TAM
628
Tealwood Asset Management
Minnesota
$1.79M
GT
629
Greenleaf Trust
Michigan
$1.78M
IA
630
IAM Advisory
Pennsylvania
$1.78M
FBB
631
Fulton Breakefield Broenniman
Maryland
$1.78M
GC
632
Grimes & Company
Massachusetts
$1.77M
BAM
633
Belpointe Asset Management
Nevada
$1.75M
MK
634
MASTERINVEST Kapitalanlage
$1.74M
BTWM
635
Brass Tax Wealth Management
Ohio
$1.73M
ICP
636
Impact Capital Partners
Colorado
$1.73M
MWM
637
Mission Wealth Management
California
$1.72M
SAM
638
Smartleaf Asset Management
Massachusetts
$1.71M
PBT
639
Pictet Bank & Trust
Bahamas
$1.69M
EWM
640
Empirical Wealth Management
Washington
$1.69M
DWA
641
Delap Wealth Advisory
Oregon
$1.68M
FCBT
642
First Citizens Bank & Trust
North Carolina
$1.67M
PGAM
643
Princeton Global Asset Management
New Jersey
$1.66M
MCM
644
MAI Capital Management
Ohio
$1.66M
DBIA
645
Dumont & Blake Investment Advisors
New Jersey
$1.65M
DA
646
Dover Advisors
Virginia
$1.65M
SLI
647
Sumitomo Life Insurance
Japan
$1.64M
WC
648
Westerkirk Capital
$1.63M
BAM
649
Bayview Asset Management
Florida
$1.63M
EWM
650
Evercore Wealth Management
New York
$1.63M