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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
WA1
701
Wimmer Associates 1
California
$1.25M
EB
702
Exchange Bank
California
$1.24M
GWMR
703
GC Wealth Management RIA
Massachusetts
$1.24M
FTWA
704
Fifth Third Wealth Advisors
Ohio
$1.23M
MOS
705
MGO One Seven
Ohio
$1.22M
EC
706
EntryPoint Capital
New York
$1.22M
GWM
707
Graybill Wealth Management
Illinois
$1.22M
TSW
708
Thompson Siegel & Walmsley
Virginia
$1.22M
CTA
709
Chesley Taft & Associates
Illinois
$1.22M
RS
710
R Squared
Hong Kong
$1.22M
CWP
711
Concord Wealth Partners
Virginia
$1.22M
CAMV
712
Concord Asset Management (Virginia)
Virginia
$1.22M
EWA
713
EverSource Wealth Advisors
Alabama
$1.21M
FCP
714
Fidelis Capital Partners
Florida
$1.2M
LI
715
LMCG Investments
Massachusetts
$1.19M
PA
716
Parallel Advisors
California
$1.19M
VCA
717
Verdence Capital Advisors
Maryland
$1.19M
CA
718
CSM Advisors
Pennsylvania
$1.18M
WFI
719
West Family Investments
California
$1.18M
XT
720
XTX Topco
Cayman Islands
$1.17M
BC
721
Bridgefront Capital
Texas
$1.16M
BIG
722
Brooklyn Investment Group
New York
$1.16M
S
723
SimplyRich
California
$1.16M
EWM
724
Elmwood Wealth Management
California
$1.15M
DDC
725
DF Dent & Co
Maryland
$1.15M