MMC icon

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
MCM
851
Manchester Capital Management
Vermont
$737K
ATS
852
Ashton Thomas Securities
New York
$736K
PWPS
853
Pinnacle Wealth Planning Services
Ohio
$733K
Empower Advisory Group
854
Empower Advisory Group
Colorado
$733K
ACM
855
Advance Capital Management
Michigan
$733K
LWAM
856
Legacy Wealth Asset Management
Minnesota
$732K
NAS
857
Nicolet Advisory Services
Wisconsin
$731K
WBC
858
Westpac Banking Corp
Australia
$728K
AFG
859
Atomi Financial Group
New York
$728K
NB
860
Nicolet Bankshares
Wisconsin
$727K
CIM
861
Contravisory Investment Management
Massachusetts
$726K
TWM
862
Thrive Wealth Management
Pennsylvania
$726K
VIP
863
Vista Investment Partners
Oklahoma
$726K
EFS
864
Essex Financial Services
Connecticut
$720K
DIM
865
Delta Investment Management
California
$706K
NCM
866
Noesis Capital Mangement
Florida
$705K
PCIA
867
Prime Capital Investment Advisors
Kansas
$698K
SB
868
Strategic Blueprint
Georgia
$696K
TCWA
869
Turtle Creek Wealth Advisors
Texas
$686K
NAM
870
NorthCrest Asset Manangement
Minnesota
$681K
BWM
871
Buckley Wealth Management
Nevada
$680K
LS
872
Livforsakringsbolaget Skandia
Sweden
$672K
FB
873
Fulton Bank
Pennsylvania
$659K
WJWM
874
Williams Jones Wealth Management
New York
$657K
SIA
875
Schear Investment Advisers
Ohio
$656K