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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
CSPIA
776
Cary Street Partners Investment Advisory
Virginia
$964K
IAA
777
Independent Advisor Alliance
North Carolina
$963K
CI
778
Cigna Investments
Connecticut
$960K
FC
779
Fjell Capital
North Dakota
$958K
FNT
780
First National Trust
Pennsylvania
$949K
CGIM
781
Capital Group Investment Management
Singapore
$948K
BBL
782
Beck Bode LLC
Massachusetts
$945K
CFP
783
Cascade Financial Partners
California
$942K
AUB
784
Atlantic Union Bankshares
Virginia
$942K
WA
785
Waverly Advisors
Alabama
$937K
MPAM
786
Murphy Pohlad Asset Management
Minnesota
$936K
QPWM
787
Quadrant Private Wealth Management
Pennsylvania
$936K
BHWM
788
Bar Harbor Wealth Management
New Hampshire
$931K
AFP
789
Ausdal Financial Partners
Iowa
$928K
VWM
790
Venturi Wealth Management
Texas
$928K
BA
791
Bridgewater Advisors
New York
$916K
BCM
792
Boltwood Capital Management
California
$912K
MT
793
Midwest Trust
Kansas
$910K
DADC
794
D.A. Davidson & Co
Montana
$910K
AC
795
AlphaCore Capital
California
$906K
TGAM
796
TBH Global Asset Management
Tennessee
$905K
RF
797
Rossby Financial
Florida
$904K
SFS
798
Sowell Financial Services
Arkansas
$901K
P
799
Pitcairn
Pennsylvania
$894K
BWM
800
BAM Wealth Management
Colorado
$892K