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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
CWM
801
Connecticut Wealth Management
Connecticut
$884K
LIM
802
Longfellow Investment Management
Massachusetts
$882K
TTIC
803
Tower Trust & Investment Company
Iowa
$869K
CCG
804
Ceeto Capital Group
Florida
$867K
TCOT
805
Trust Company of Toledo
Ohio
$866K
WWM
806
Western Wealth Management
Colorado
$865K
FFM
807
Forum Financial Management
Illinois
$862K
LFM
808
LGT Fund Management
Liechtenstein
$858K
KLCM
809
KG&L Capital Management
Louisiana
$854K
MFGM
810
Marshall Financial Group (Maryland)
Maryland
$853K
GAG
811
GM Advisory Group
New York
$842K
PP
812
PDS Planning
Ohio
$841K
MCM
813
Mattern Capital Management
Colorado
$839K
MPWT
814
MassMutual Private Wealth & Trust
Connecticut
$838K
PW
815
PUREfi Wealth
Massachusetts
$837K
IWC
816
Integrated Wealth Concepts
Massachusetts
$836K
MA
817
Mutual Advisors
Nebraska
$832K
GIC
818
Generali Investments CEE
Czech Republic
$832K
BCM
819
Bayesian Capital Management
New York
$826K
AA
820
Armis Advisers
Georgia
$821K
WWA
821
Wingate Wealth Advisors
Massachusetts
$814K
MAM
822
MMA Asset Management
Pennsylvania
$809K
JHP
823
James Hambro & Partners
United Kingdom
$797K
NG
824
Novem Group
New York
$796K
SWA
825
SFMG Wealth Advisors
Texas
$796K