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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
AF
751
Allworth Financial
California
$1.03M
BWS
752
Broadway Wealth Solutions
Texas
$1.03M
HPIA
753
Hamilton Point Investment Advisors
North Carolina
$1.03M
JWM
754
JGP Wealth Management
Oregon
$1.03M
MMHP
755
Murphy Middleton Hinkle & Parker
Georgia
$1.03M
Federated Hermes
756
Federated Hermes
Pennsylvania
$1.02M
RIM
757
Rakuten Investment Management
Japan
$1.02M
IAN
758
Integrated Advisors Network
Texas
$1.02M
OC
759
Oppenheimer & Co
New York
$1.01M
LIM
760
Leavell Investment Management
Alabama
$1.01M
T
761
TrueFG
Texas
$1.01M
PCP
762
Perbak Capital Partners
United Kingdom
$1.01M
GRP
763
Global Retirement Partners
California
$1.01M
AFS
764
Access Financial Services
Minnesota
$1M
FW
765
FullCircle Wealth
Texas
$1M
TAMH
766
Taikang Asset Management (HK)
Hong Kong
$1M
HPC
767
HM Payson & Co
Maine
$998K
QWM
768
Quadcap Wealth Management
Texas
$995K
CIC
769
Chilton Investment Company
Connecticut
$994K
PWMAG
770
Pinnacle Wealth Management Advisory Group
New Jersey
$991K
TCBWMS
771
Texas Capital Bank Wealth Management Services
Texas
$985K
WI
772
WBI Investments
New Jersey
$984K
AIP
773
Ameritas Investment Partners
Nebraska
$977K
CNBT
774
Canandaigua National Bank & Trust
New York
$975K
DAS
775
Diversify Advisory Services
Utah
$967K