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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
CA
801
Continuum Advisory
Idaho
$919K
FFO
802
Fiduciary Family Office
Florida
$918K
FIA
803
Foundations Investment Advisors
Arizona
$917K
RF
804
Rossby Financial
Florida
$907K
V
805
VeraBank
Texas
$906K
MPWT
806
MassMutual Private Wealth & Trust
Connecticut
$900K
CBA
807
Coastal Bridge Advisors
Connecticut
$894K
LI
808
Louisbourg Investments
New Brunswick, Canada
$894K
ANTB
809
AMG National Trust Bank
Colorado
$889K
WWA
810
Wingate Wealth Advisors
Massachusetts
$879K
MT
811
Midwest Trust
Kansas
$878K
WA
812
Waverly Advisors
Alabama
$878K
NP
813
Nilsine Partners
Colorado
$876K
TPA
814
Trivium Point Advisory
Connecticut
$870K
KWA
815
Kondo Wealth Advisors
California
$866K
AWM
816
AE Wealth Management
Kansas
$866K
SWA
817
SFMG Wealth Advisors
Texas
$864K
EIM
818
Essex Investment Management
Massachusetts
$860K
SI
819
Stephens Inc
Arkansas
$860K
LCWP
820
Legacy Capital Wealth Partners
Arkansas
$859K
CSPIA
821
Cary Street Partners Investment Advisory
Virginia
$856K
A
822
AlphaQuest
New York
$855K
PW
823
PUREfi Wealth
Massachusetts
$854K
MAM
824
MMA Asset Management
Pennsylvania
$853K
GT
825
Glenview Trust
Kentucky
$852K