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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
CFAM
726
Center For Asset Management
Florida
$1.12M
AFA
727
AA Financial Advisors
Ohio
$1.12M
VF
728
Virtu Financial
New York
$1.11M
NRS
729
Neville Rodie & Shaw
New York
$1.11M
IIC
730
Ironwood Investment Counsel
Arizona
$1.11M
FWCM
731
Ferguson Wellman Capital Management
Oregon
$1.11M
VFA
732
Valeo Financial Advisors
Indiana
$1.1M
TI
733
Trexquant Investment
Connecticut
$1.1M
FFO
734
Fiduciary Family Office
Florida
$1.07M
IA
735
Integrity Alliance
Iowa
$1.07M
PFG
736
Prosperity Financial Group
California
$1.07M
NP
737
Nilsine Partners
Colorado
$1.07M
SSWM
738
Smith Salley Wealth Management
North Carolina
$1.06M
CCA
739
Checchi Capital Advisers
California
$1.06M
BS
740
Banco Santander
Spain
$1.06M
LCWP
741
Legacy Capital Wealth Partners
Arkansas
$1.06M
SI
742
Stephens Inc
Arkansas
$1.05M
DWT
743
Dorsey & Whitney Trust
South Dakota
$1.05M
KCM
744
Kathmere Capital Management
Pennsylvania
$1.05M
BWS
745
Broadway Wealth Solutions
Texas
$1.03M
HPIA
746
Hamilton Point Investment Advisors
North Carolina
$1.03M
JWM
747
JGP Wealth Management
Oregon
$1.03M
MMHP
748
Murphy Middleton Hinkle & Parker
Georgia
$1.03M
Federated Hermes
749
Federated Hermes
Pennsylvania
$1.02M
RIM
750
Rakuten Investment Management
Japan
$1.02M