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Marsh & McLennan

1,545 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, 543 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: 1,5931,545 (-48)

10% less capital invested

Capital invested by funds: $96.8B → $86.9B (-$9.91B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,545
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
FA
876
Faithward Advisors
Pennsylvania
$641K
PGA
877
Portland Global Advisors
Maine
$638K
RB
878
Rodgers Brothers
Pennsylvania
$635K
DWM
879
Defined Wealth Management
Oregon
$634K
MTIC
880
Missouri Trust & Investment Company
Missouri
$633K
FRA
881
Frank Rimerman Advisors
California
$632K
CCA
882
Coign Capital Advisors
Utah
$625K
VC
883
Vicus Capital
Pennsylvania
$623K
WPIC
884
White Pine Investment Company
Michigan
$623K
CAMG
885
CWA Asset Management Group
Florida
$622K
BFA
886
Bill Few Associates
Pennsylvania
$622K
4WM
887
44 Wealth Management
Oregon
$621K
LWCFA
888
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$618K
SPC
889
Spirepoint Private Client
Florida
$617K
SCM
890
SOL Capital Management
Maryland
$611K
NSAM
891
North Star Asset Management
Wisconsin
$611K
RCM
892
Regency Capital Management
Hawaii
$606K
AT
893
Avalon Trust
New Mexico
$592K
RIG
894
RiverFront Investment Group
Virginia
$590K
CC
895
Cadinha & Co
Hawaii
$589K
WS
896
Wela Strategies
Georgia
$587K
MC
897
Moors & Cabot
Massachusetts
$583K
SG
898
Strid Group
Pennsylvania
$579K
KA
899
Kearns & Associates
California
$576K
AWA
900
Archvest Wealth Advisors
California
$573K