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Marsh & McLennan

1,545 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, 543 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: 1,5931,545 (-48)

10% less capital invested

Capital invested by funds: $96.8B → $86.9B (-$9.91B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,545
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
LIA
651
LS Investment Advisors
Michigan
$1.56M
LF
652
Lantz Financial
Illinois
$1.56M
CAAS
653
Capital Asset Advisory Services
Michigan
$1.55M
LNB
654
Ledyard National Bank
$1.55M
TPCW
655
TD Private Client Wealth
New York
$1.55M
OQS
656
Occudo Quantitative Strategies
Florida
$1.52M
ASN
657
Advisory Services Network
Georgia
$1.52M
NP
658
NorthRock Partners
Minnesota
$1.51M
TRCT
659
Tower Research Capital (TRC)
New York
$1.51M
DWM
660
Dynasty Wealth Management
Florida
$1.49M
AWA
661
Arkadios Wealth Advisors
Georgia
$1.48M
CSIC
662
Clifford Swan Investment Counsel
California
$1.48M
NAMNJ
663
NorthStar Asset Management (New Jersey)
New Jersey
$1.47M
TH
664
TCTC Holdings
Texas
$1.46M
SBFM
665
S-Bank Fund Management
Finland
$1.45M
WPC
666
Wedmont Private Capital
Pennsylvania
$1.43M
GF
667
Gries Financial
Ohio
$1.42M
SFA
668
Souders Financial Advisors
Ohio
$1.42M
ML
669
McAdam LLC
Pennsylvania
$1.41M
JSW
670
Journey Strategic Wealth
New Jersey
$1.4M
WF
671
Welch & Forbes
Massachusetts
$1.4M
VCM
672
Voleon Capital Management
California
$1.4M
RFP
673
RCS Financial Planning
Maryland
$1.39M
RWP
674
RWA Wealth Partners
Massachusetts
$1.39M
UAML
675
US Asset Management LLC
Pennsylvania
$1.38M