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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
JSW
676
Journey Strategic Wealth
New Jersey
$1.4M
WF
677
Welch & Forbes
Massachusetts
$1.4M
VCM
678
Voleon Capital Management
California
$1.4M
RFP
679
RCS Financial Planning
Maryland
$1.39M
RWP
680
RWA Wealth Partners
Massachusetts
$1.39M
UAML
681
US Asset Management LLC
Pennsylvania
$1.38M
WSFS
682
Wilmington Savings Fund Society
Delaware
$1.38M
DFCM
683
Dark Forest Capital Management
Puerto Rico
$1.37M
RZH
684
Relyea Zuckerberg Hanson
Connecticut
$1.36M
CNC
685
Citizens & Northern Corp
Pennsylvania
$1.36M
PA
686
Profund Advisors
Maryland
$1.36M
BHPW
687
Beverly Hills Private Wealth
California
$1.35M
BWAM
688
Boyd Watterson Asset Management
Ohio
$1.35M
VVP
689
Venture Visionary Partners
Ohio
$1.35M
SW
690
Simplicity Wealth
New Jersey
$1.34M
FFA
691
Farther Finance Advisors
California
$1.34M
SC
692
Stance Capital
Massachusetts
$1.33M
ST
693
Smithfield Trust
Pennsylvania
$1.33M
UBG
694
United Bank (Georgia)
Georgia
$1.31M
ET
695
Equitable Trust
Tennessee
$1.31M
NSB
696
Norway Savings Bank
Maine
$1.3M
DLA
697
Douglas Lane & Associates
New York
$1.28M
SAM
698
Shell Asset Management
Netherlands
$1.27M
AWM
699
AE Wealth Management
Kansas
$1.26M
GI
700
GAMMA Investing
California
$1.26M