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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
PGWM
826
Parisi Gray Wealth Management
New Jersey
$849K
GCA
827
Genesee Capital Advisors
New York
$844K
MFGM
828
Marshall Financial Group (Maryland)
Maryland
$841K
NWAG
829
Net Worth Advisory Group
Utah
$840K
AWM
830
Aries Wealth Management
Maine
$839K
AIM
831
Aigen Investment Management
New York
$835K
PWPS
832
Pinnacle Wealth Planning Services
Ohio
$832K
MOS
833
MGO One Seven
Ohio
$831K
BFM
834
Boothbay Fund Management
New York
$830K
BEAM
835
Baker Ellis Asset Management
Washington
$828K
Walleye Trading
836
Walleye Trading
New York
$828K
NG
837
Novem Group
New York
$823K
GL
838
Graypoint LLC
New York
$823K
MGIA
839
Matthew Goff Investment Advisor
Texas
$822K
GWMR
840
GC Wealth Management RIA
Massachusetts
$822K
ACM
841
Allred Capital Management
Texas
$818K
NB
842
Nicolet Bankshares
Wisconsin
$812K
Empower Advisory Group
843
Empower Advisory Group
Colorado
$808K
FFS
844
Founders Financial Securities
Maryland
$808K
AFP
845
Ausdal Financial Partners
Iowa
$808K
HCM
846
Howard Capital Management
Georgia
$807K
OWM
847
Opes Wealth Management
California
$806K
SRWM
848
Shira Ridge Wealth Management
California
$802K
PCIA
849
Prime Capital Investment Advisors
Kansas
$801K
CIM
850
Contravisory Investment Management
Massachusetts
$794K