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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
GWM
701
Graybill Wealth Management
Illinois
$1.22M
TSW
702
Thompson Siegel & Walmsley
Virginia
$1.22M
CTA
703
Chesley Taft & Associates
Illinois
$1.22M
RS
704
R Squared
Hong Kong
$1.22M
CWP
705
Concord Wealth Partners
Virginia
$1.22M
CAMV
706
Concord Asset Management (Virginia)
Virginia
$1.22M
EWA
707
EverSource Wealth Advisors
Alabama
$1.21M
FCP
708
Fidelis Capital Partners
Florida
$1.2M
LI
709
LMCG Investments
Massachusetts
$1.19M
PA
710
Parallel Advisors
California
$1.19M
VCA
711
Verdence Capital Advisors
Maryland
$1.19M
CA
712
CSM Advisors
Pennsylvania
$1.18M
WFI
713
West Family Investments
California
$1.18M
XT
714
XTX Topco
Cayman Islands
$1.17M
BC
715
Bridgefront Capital
Texas
$1.16M
BIG
716
Brooklyn Investment Group
New York
$1.16M
S
717
SimplyRich
California
$1.16M
EWM
718
Elmwood Wealth Management
California
$1.15M
DDC
719
DF Dent & Co
Maryland
$1.15M
TAM
720
Trust Asset Management
Texas
$1.14M
CA
721
Commerzbank Aktiengesellschaft
Germany
$1.14M
BEAM
722
Baker Ellis Asset Management
Washington
$1.13M
SWP
723
Sagespring Wealth Partners
Tennessee
$1.13M
CFB
724
Cullen/Frost Bankers
Texas
$1.13M
WPA
725
West Paces Advisors
Georgia
$1.12M