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Marsh & McLennan

1,548 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, 546 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: 1,5941,548 (-46)

10% less capital invested

Capital invested by funds: $96.8B → $86.9B (-$9.9B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,548
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
TCOT
801
Trust Company of Toledo
Ohio
$866K
WWM
802
Western Wealth Management
Colorado
$865K
FFM
803
Forum Financial Management
Illinois
$862K
LFM
804
LGT Fund Management
Liechtenstein
$858K
KLCM
805
KG&L Capital Management
Louisiana
$854K
MFGM
806
Marshall Financial Group (Maryland)
Maryland
$853K
GAG
807
GM Advisory Group
New York
$842K
PP
808
PDS Planning
Ohio
$841K
MCM
809
Mattern Capital Management
Colorado
$839K
MPWT
810
MassMutual Private Wealth & Trust
Connecticut
$838K
PW
811
PUREfi Wealth
Massachusetts
$837K
IWC
812
Integrated Wealth Concepts
Massachusetts
$836K
MA
813
Mutual Advisors
Nebraska
$832K
GIC
814
Generali Investments CEE
Czech Republic
$832K
BCM
815
Bayesian Capital Management
New York
$826K
AA
816
Armis Advisers
Georgia
$821K
WWA
817
Wingate Wealth Advisors
Massachusetts
$814K
MAM
818
MMA Asset Management
Pennsylvania
$809K
JHP
819
James Hambro & Partners
United Kingdom
$797K
NG
820
Novem Group
New York
$796K
SWA
821
SFMG Wealth Advisors
Texas
$796K
V
822
VeraBank
Texas
$795K
CBA
823
Coastal Bridge Advisors
Connecticut
$794K
EIM
824
Essex Investment Management
Massachusetts
$793K
KWA
825
Kondo Wealth Advisors
California
$792K