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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
LIA
651
LS Investment Advisors
Michigan
$1.69M
BS
652
Banco Santander
Spain
$1.68M
MTC
653
Matrix Trust Company
Colorado
$1.67M
IA
654
IFP Advisors
Florida
$1.67M
HIC
655
Hartline Investment Corp
Illinois
$1.66M
WPC
656
Wedmont Private Capital
Pennsylvania
$1.66M
UF
657
Univest Financial
Pennsylvania
$1.66M
SFA
658
Souders Financial Advisors
Ohio
$1.64M
CSIC
659
Clifford Swan Investment Counsel
California
$1.64M
WF
660
Welch & Forbes
Massachusetts
$1.62M
RZH
661
Relyea Zuckerberg Hanson
Connecticut
$1.62M
VCM
662
Voleon Capital Management
California
$1.61M
CIBC World Market
663
CIBC World Market
Ontario, Canada
$1.6M
SBFM
664
S-Bank Fund Management
Finland
$1.6M
TH
665
TCTC Holdings
Texas
$1.58M
VWM
666
Venturi Wealth Management
Texas
$1.58M
FNT
667
First National Trust
Pennsylvania
$1.58M
NAMNJ
668
NorthStar Asset Management (New Jersey)
New Jersey
$1.55M
AFS
669
Access Financial Services
Minnesota
$1.54M
JSW
670
Journey Strategic Wealth
New Jersey
$1.54M
BHPW
671
Beverly Hills Private Wealth
California
$1.52M
RFP
672
RCS Financial Planning
Maryland
$1.51M
NSB
673
Norway Savings Bank
Maine
$1.51M
TSMHT
674
Thurston Springer Miller Herd & Titak
Indiana
$1.5M
UAML
675
US Asset Management LLC
Pennsylvania
$1.5M