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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
KBFS
876
Kohmann Bosshard Financial Services
Ohio
$654K
WFPG
877
Waller Financial Planning Group
Ohio
$653K
PAM
878
Parvin Asset Management
South Dakota
$651K
GIA
879
Gateway Investment Advisers
Ohio
$649K
PCM
880
Permanent Capital Management
Illinois
$649K
GFP
881
Gryphon Financial Partners
Ohio
$646K
DSC
882
Duncker Streett & Co
Missouri
$645K
FA
883
Faithward Advisors
Pennsylvania
$641K
PGA
884
Portland Global Advisors
Maine
$638K
RB
885
Rodgers Brothers
Pennsylvania
$635K
DWM
886
Defined Wealth Management
Oregon
$634K
MTIC
887
Missouri Trust & Investment Company
Missouri
$633K
FRA
888
Frank Rimerman Advisors
California
$632K
CCA
889
Coign Capital Advisors
Utah
$625K
VC
890
Vicus Capital
Pennsylvania
$623K
WPIC
891
White Pine Investment Company
Michigan
$623K
CAMG
892
CWA Asset Management Group
Florida
$622K
BFA
893
Bill Few Associates
Pennsylvania
$622K
4WM
894
44 Wealth Management
Oregon
$621K
LWCFA
895
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$618K
SPC
896
Spirepoint Private Client
Florida
$617K
SCM
897
SOL Capital Management
Maryland
$611K
NSAM
898
North Star Asset Management
Wisconsin
$611K
RCM
899
Regency Capital Management
Hawaii
$606K
AT
900
Avalon Trust
New Mexico
$592K