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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
IAN
751
Integrated Advisors Network
Texas
$1.02M
OC
752
Oppenheimer & Co
New York
$1.01M
LIM
753
Leavell Investment Management
Alabama
$1.01M
T
754
TrueFG
Texas
$1.01M
PCP
755
Perbak Capital Partners
United Kingdom
$1.01M
GRP
756
Global Retirement Partners
California
$1.01M
AFS
757
Access Financial Services
Minnesota
$1M
FW
758
FullCircle Wealth
Texas
$1M
TAMH
759
Taikang Asset Management (HK)
Hong Kong
$1M
HPC
760
HM Payson & Co
Maine
$998K
QWM
761
Quadcap Wealth Management
Texas
$995K
CIC
762
Chilton Investment Company
Connecticut
$994K
PWMAG
763
Pinnacle Wealth Management Advisory Group
New Jersey
$991K
TCBWMS
764
Texas Capital Bank Wealth Management Services
Texas
$985K
WI
765
WBI Investments
New Jersey
$984K
AIP
766
Ameritas Investment Partners
Nebraska
$977K
CNBT
767
Canandaigua National Bank & Trust
New York
$975K
DAS
768
Diversify Advisory Services
Utah
$967K
CSPIA
769
Cary Street Partners Investment Advisory
Virginia
$964K
IAA
770
Independent Advisor Alliance
North Carolina
$963K
CI
771
Cigna Investments
Connecticut
$960K
FC
772
Fjell Capital
North Dakota
$958K
FNT
773
First National Trust
Pennsylvania
$949K
CGIM
774
Capital Group Investment Management
Singapore
$948K
BBL
775
Beck Bode LLC
Massachusetts
$945K