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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
CFP
776
Cascade Financial Partners
California
$942K
AUB
777
Atlantic Union Bankshares
Virginia
$942K
WA
778
Waverly Advisors
Alabama
$937K
MPAM
779
Murphy Pohlad Asset Management
Minnesota
$936K
QPWM
780
Quadrant Private Wealth Management
Pennsylvania
$936K
BHWM
781
Bar Harbor Wealth Management
New Hampshire
$931K
AFP
782
Ausdal Financial Partners
Iowa
$928K
VWM
783
Venturi Wealth Management
Texas
$928K
BA
784
Bridgewater Advisors
New York
$916K
BCM
785
Boltwood Capital Management
California
$912K
MT
786
Midwest Trust
Kansas
$910K
DADC
787
D.A. Davidson & Co
Montana
$910K
AC
788
AlphaCore Capital
California
$906K
TGAM
789
TBH Global Asset Management
Tennessee
$905K
RF
790
Rossby Financial
Florida
$904K
SFS
791
Sowell Financial Services
Arkansas
$901K
P
792
Pitcairn
Pennsylvania
$894K
BWM
793
BAM Wealth Management
Colorado
$892K
CWM
794
Connecticut Wealth Management
Connecticut
$884K
LIM
795
Longfellow Investment Management
Massachusetts
$882K
TTIC
796
Tower Trust & Investment Company
Iowa
$869K
CCG
797
Ceeto Capital Group
Florida
$867K
TCOT
798
Trust Company of Toledo
Ohio
$866K
WWM
799
Western Wealth Management
Colorado
$865K
FFM
800
Forum Financial Management
Illinois
$862K