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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
M1FG
676
Mach-1 Financial Group
Arkansas
$1.5M
PA
677
Parallel Advisors
California
$1.49M
DLA
678
Douglas Lane & Associates
New York
$1.48M
CNC
679
Citizens & Northern Corp
Pennsylvania
$1.47M
TPCW
680
TD Private Client Wealth
New York
$1.46M
VVP
681
Venture Visionary Partners
Ohio
$1.46M
BWAM
682
Boyd Watterson Asset Management
Ohio
$1.45M
ST
683
Smithfield Trust
Pennsylvania
$1.45M
GF
684
Gries Financial
Ohio
$1.45M
GI
685
GAMMA Investing
California
$1.44M
DTL
686
Dynamic Technology Lab
Singapore
$1.44M
SCM
687
Shelton Capital Management
Colorado
$1.42M
EIA
688
Edgemoor Investment Advisors
Maryland
$1.42M
EFS
689
Essex Financial Services
Connecticut
$1.41M
CCA
690
Checchi Capital Advisers
California
$1.41M
BMCM
691
Bryn Mawr Capital Management
Pennsylvania
$1.4M
Hudson Bay Capital Management
692
Hudson Bay Capital Management
Connecticut
$1.39M
SAM
693
Smartleaf Asset Management
Massachusetts
$1.39M
OFG
694
OmniStar Financial Group
North Carolina
$1.38M
UBG
695
United Bank (Georgia)
Georgia
$1.38M
VIA
696
Virtus Investment Advisers
Connecticut
$1.38M
DDC
697
DF Dent & Co
Maryland
$1.37M
FTWA
698
Fifth Third Wealth Advisors
Ohio
$1.37M
FIM
699
Freedom Investment Management
Connecticut
$1.36M
WA1
700
Wimmer Associates 1
California
$1.36M