MMC icon

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
Balyasny Asset Management
776
Balyasny Asset Management
Illinois
$1.02M
FC
777
Fjell Capital
North Dakota
$1.02M
CFP
778
Cascade Financial Partners
California
$1.02M
TCBWMS
779
Texas Capital Bank Wealth Management Services
Texas
$1.02M
SFS
780
Sowell Financial Services
Arkansas
$1.02M
AF
781
Allworth Financial
California
$1.02M
MPAM
782
Murphy Pohlad Asset Management
Minnesota
$1.02M
PWMAG
783
Pinnacle Wealth Management Advisory Group
New Jersey
$1.01M
AC
784
Annandale Capital
Texas
$1.01M
PCM
785
Polymer Capital Management
New York
$1M
BCM
786
Boltwood Capital Management
California
$999K
QPWM
787
Quadrant Private Wealth Management
Pennsylvania
$996K
CWM
788
Connecticut Wealth Management
Connecticut
$994K
DADC
789
D.A. Davidson & Co
Montana
$975K
1M
790
1248 Management
Missouri
$972K
ACM
791
Advance Capital Management
Michigan
$963K
Walleye Capital
792
Walleye Capital
New York
$961K
TCOT
793
Trust Company of Toledo
Ohio
$958K
WWM
794
Western Wealth Management
Colorado
$957K
AUB
795
Atlantic Union Bankshares
Virginia
$953K
SMA
796
Sage Mountain Advisors
Georgia
$951K
TTIC
797
Tower Trust & Investment Company
Iowa
$948K
FFA
798
Farther Finance Advisors
California
$940K
CCG
799
Ceeto Capital Group
Florida
$940K
GAG
800
GM Advisory Group
New York
$921K