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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
ACM
851
Advance Capital Management
Michigan
$733K
LWAM
852
Legacy Wealth Asset Management
Minnesota
$732K
NAS
853
Nicolet Advisory Services
Wisconsin
$731K
WBC
854
Westpac Banking Corp
Australia
$728K
AFG
855
Atomi Financial Group
New York
$728K
NB
856
Nicolet Bankshares
Wisconsin
$727K
CIM
857
Contravisory Investment Management
Massachusetts
$726K
TWM
858
Thrive Wealth Management
Pennsylvania
$726K
VIP
859
Vista Investment Partners
Oklahoma
$726K
EFS
860
Essex Financial Services
Connecticut
$720K
DIM
861
Delta Investment Management
California
$706K
NCM
862
Noesis Capital Mangement
Florida
$705K
PCIA
863
Prime Capital Investment Advisors
Kansas
$698K
SB
864
Strategic Blueprint
Georgia
$696K
TCWA
865
Turtle Creek Wealth Advisors
Texas
$686K
NAM
866
NorthCrest Asset Manangement
Minnesota
$681K
BWM
867
Buckley Wealth Management
Nevada
$680K
LS
868
Livforsakringsbolaget Skandia
Sweden
$672K
FB
869
Fulton Bank
Pennsylvania
$659K
WJWM
870
Williams Jones Wealth Management
New York
$657K
SIA
871
Schear Investment Advisers
Ohio
$656K
KBFS
872
Kohmann Bosshard Financial Services
Ohio
$654K
WFPG
873
Waller Financial Planning Group
Ohio
$653K
PAM
874
Parvin Asset Management
South Dakota
$651K
GIA
875
Gateway Investment Advisers
Ohio
$649K