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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
CT
826
Caldwell Trust
Florida
$791K
ANTB
827
AMG National Trust Bank
Colorado
$790K
TI
828
TrueMark Investments
Illinois
$788K
PGWM
829
Parisi Gray Wealth Management
New Jersey
$782K
LA
830
Legacy Advisors
Pennsylvania
$776K
SL
831
SWMG LLC
Texas
$774K
AWM
832
Aries Wealth Management
Maine
$772K
M
833
MATAURO
New York
$767K
HCM
834
Howard Capital Management
Georgia
$764K
EH
835
Equitable Holdings
New York
$763K
LFAS
836
Level Four Advisory Services
Texas
$762K
SMA
837
Sage Mountain Advisors
Georgia
$760K
QWP
838
Quotient Wealth Partners
Texas
$758K
MGIA
839
Matthew Goff Investment Advisor
Texas
$758K
NWAG
840
Net Worth Advisory Group
Utah
$757K
AWA
841
Aaron Wealth Advisors
Illinois
$749K
ACM
842
Allred Capital Management
Texas
$748K
QI
843
Qtron Investments
Massachusetts
$747K
PCA
844
Pallas Capital Advisors
Massachusetts
$741K
SRWM
845
Shira Ridge Wealth Management
California
$739K
WAM
846
Weiss Asset Management
Massachusetts
$737K
MCM
847
Manchester Capital Management
Vermont
$737K
ATS
848
Ashton Thomas Securities
New York
$736K
PWPS
849
Pinnacle Wealth Planning Services
Ohio
$733K
Empower Advisory Group
850
Empower Advisory Group
Colorado
$733K