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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
V
826
VeraBank
Texas
$795K
CBA
827
Coastal Bridge Advisors
Connecticut
$794K
EIM
828
Essex Investment Management
Massachusetts
$793K
KWA
829
Kondo Wealth Advisors
California
$792K
CT
830
Caldwell Trust
Florida
$791K
ANTB
831
AMG National Trust Bank
Colorado
$790K
TI
832
TrueMark Investments
Illinois
$788K
PGWM
833
Parisi Gray Wealth Management
New Jersey
$782K
LA
834
Legacy Advisors
Pennsylvania
$776K
SL
835
SWMG LLC
Texas
$774K
AWM
836
Aries Wealth Management
Maine
$772K
M
837
MATAURO
New York
$767K
HCM
838
Howard Capital Management
Georgia
$764K
EH
839
Equitable Holdings
New York
$763K
LFAS
840
Level Four Advisory Services
Texas
$762K
SMA
841
Sage Mountain Advisors
Georgia
$760K
QWP
842
Quotient Wealth Partners
Texas
$758K
MGIA
843
Matthew Goff Investment Advisor
Texas
$758K
NWAG
844
Net Worth Advisory Group
Utah
$757K
AWA
845
Aaron Wealth Advisors
Illinois
$749K
ACM
846
Allred Capital Management
Texas
$748K
QI
847
Qtron Investments
Massachusetts
$747K
PCA
848
Pallas Capital Advisors
Massachusetts
$741K
SRWM
849
Shira Ridge Wealth Management
California
$739K
WAM
850
Weiss Asset Management
Massachusetts
$737K