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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
OAM
726
Ostrum Asset Management
France
$1.25M
KCM
727
Kathmere Capital Management
Pennsylvania
$1.24M
MMHP
728
Murphy Middleton Hinkle & Parker
Georgia
$1.24M
PGFC
729
Peapack-Gladstone Financial Corp
New Jersey
$1.24M
FWCM
730
Ferguson Wellman Capital Management
Oregon
$1.24M
TAM
731
Trust Asset Management
Texas
$1.24M
RDWM
732
Red Door Wealth Management
Tennessee
$1.24M
RS
733
R Squared
Hong Kong
$1.23M
SWIG
734
Strategic Wealth Investment Group
Kentucky
$1.23M
BIG
735
Brooklyn Investment Group
New York
$1.23M
NRS
736
Neville Rodie & Shaw
New York
$1.21M
LCM
737
Landscape Capital Management
New Jersey
$1.19M
WPA
738
West Paces Advisors
Georgia
$1.19M
AFA
739
AA Financial Advisors
Ohio
$1.19M
IAN
740
Integrated Advisors Network
Texas
$1.19M
IA
741
Integrity Alliance
Iowa
$1.19M
DWT
742
Dorsey & Whitney Trust
South Dakota
$1.18M
CAAS
743
Capital Asset Advisory Services
Michigan
$1.16M
LWAM
744
Legacy Wealth Asset Management
Minnesota
$1.16M
CFAM
745
Center For Asset Management
Florida
$1.16M
BWS
746
Broadway Wealth Solutions
Texas
$1.12M
AWA
747
Arkadios Wealth Advisors
Georgia
$1.12M
AC
748
AlphaCore Capital
California
$1.12M
HPIA
749
Hamilton Point Investment Advisors
North Carolina
$1.11M
SIA
750
SkyView Investment Advisors
New Jersey
$1.11M