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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
AC
876
AXQ Capital
New Jersey
$731K
SSWM
877
Smith Salley Wealth Management
North Carolina
$730K
LS
878
Livforsakringsbolaget Skandia
Sweden
$729K
SIA
879
Schear Investment Advisers
Ohio
$726K
IC
880
Iconiq Capital
California
$723K
WJWM
881
Williams Jones Wealth Management
New York
$722K
MCM
882
Mattern Capital Management
Colorado
$722K
LWCFA
883
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$718K
PCP
884
Proficio Capital Partners
Massachusetts
$718K
MTIC
885
Missouri Trust & Investment Company
Missouri
$712K
KBFS
886
Kohmann Bosshard Financial Services
Ohio
$709K
WPIC
887
White Pine Investment Company
Michigan
$709K
CIC
888
Chilton Investment Company
Connecticut
$708K
PAM
889
Parvin Asset Management
South Dakota
$706K
WFPG
890
Waller Financial Planning Group
Ohio
$705K
AWA
891
Aaron Wealth Advisors
Illinois
$704K
TWM
892
Thrive Wealth Management
Pennsylvania
$704K
DWM
893
Defined Wealth Management
Oregon
$700K
AFG
894
Atomi Financial Group
New York
$700K
DSC
895
Duncker Streett & Co
Missouri
$700K
CGL
896
Clarius Group LLC
Washington
$696K
IWC
897
Integrated Wealth Concepts
Massachusetts
$695K
EI
898
Ellevest Inc
New York
$695K
PGA
899
Portland Global Advisors
Maine
$692K
RB
900
Rodgers Brothers
Pennsylvania
$689K