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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
EB
701
Exchange Bank
California
$1.35M
PA
702
Profund Advisors
Maryland
$1.34M
CTA
703
Chesley Taft & Associates
Illinois
$1.34M
LI
704
LMCG Investments
Massachusetts
$1.33M
GWM
705
Graybill Wealth Management
Illinois
$1.32M
TSW
706
Thompson Siegel & Walmsley
Virginia
$1.32M
FPAS
707
Focus Partners Advisor Solutions
Missouri
$1.32M
CWP
708
Concord Wealth Partners
Virginia
$1.32M
CAMV
709
Concord Asset Management (Virginia)
Virginia
$1.32M
SC
710
Stance Capital
Massachusetts
$1.31M
DAS
711
Diversify Advisory Services
Utah
$1.31M
OC
712
Oppenheimer & Co
New York
$1.3M
IIC
713
Ironwood Investment Counsel
Arizona
$1.29M
EWA
714
EverSource Wealth Advisors
Alabama
$1.29M
OBAM
715
ODDO BHF Asset Management
France
$1.29M
PFG
716
Prosperity Financial Group
California
$1.28M
S
717
SimplyRich
California
$1.28M
WFI
718
West Family Investments
California
$1.28M
SWP
719
Sagespring Wealth Partners
Tennessee
$1.27M
FCP
720
Fidelis Capital Partners
Florida
$1.27M
NP
721
NorthRock Partners
Minnesota
$1.26M
VFA
722
Valeo Financial Advisors
Indiana
$1.26M
DS
723
DRW Securities
Illinois
$1.26M
EWM
724
Elmwood Wealth Management
California
$1.25M
CFB
725
Cullen/Frost Bankers
Texas
$1.25M