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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
CCG
651
Chatham Capital Group
Georgia
$1.58M
LIA
652
LS Investment Advisors
Michigan
$1.56M
LF
653
Lantz Financial
Illinois
$1.56M
IA
654
IFP Advisors
Florida
$1.55M
CAAS
655
Capital Asset Advisory Services
Michigan
$1.55M
LNB
656
Ledyard National Bank
$1.55M
TPCW
657
TD Private Client Wealth
New York
$1.55M
OQS
658
Occudo Quantitative Strategies
Florida
$1.52M
ASN
659
Advisory Services Network
Georgia
$1.52M
NP
660
NorthRock Partners
Minnesota
$1.51M
TRCT
661
Tower Research Capital (TRC)
New York
$1.51M
DWM
662
Dynasty Wealth Management
Florida
$1.49M
AWA
663
Arkadios Wealth Advisors
Georgia
$1.48M
CSIC
664
Clifford Swan Investment Counsel
California
$1.48M
NAMNJ
665
NorthStar Asset Management (New Jersey)
New Jersey
$1.47M
TH
666
TCTC Holdings
Texas
$1.46M
SBFM
667
S-Bank Fund Management
Finland
$1.45M
WPC
668
Wedmont Private Capital
Pennsylvania
$1.43M
GF
669
Gries Financial
Ohio
$1.42M
SFA
670
Souders Financial Advisors
Ohio
$1.42M
ML
671
McAdam LLC
Pennsylvania
$1.41M
JSW
672
Journey Strategic Wealth
New Jersey
$1.4M
WF
673
Welch & Forbes
Massachusetts
$1.4M
VCM
674
Voleon Capital Management
California
$1.4M
RFP
675
RCS Financial Planning
Maryland
$1.39M