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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
SG
901
Strid Group
Pennsylvania
$579K
KA
902
Kearns & Associates
California
$576K
AWA
903
Archvest Wealth Advisors
California
$573K
IAS
904
Insigneo Advisory Services
Florida
$572K
SWM
905
Sterling Wealth Management
Illinois
$568K
FFA
906
Florida Financial Advisors
Florida
$566K
MWM
907
Meritas Wealth Management
California
$565K
TPA
908
Trivium Point Advisory
Connecticut
$564K
PCS
909
Personal CFO Solutions
New Jersey
$560K
DWM
910
Dakota Wealth Management
Florida
$560K
OFG
911
OmniStar Financial Group
North Carolina
$559K
MCM
912
McRae Capital Management
New Jersey
$557K
SWA
913
SOA Wealth Advisors
New York
$557K
BTWM
914
Baker Tilly Wealth Management
Wisconsin
$556K
BPC
915
Bryce Point Capital
New York
$550K
PCM
916
Penserra Capital Management
California
$550K
PCH
917
PGIM Custom Harvest
New Jersey
$549K
AIM
918
Advyzon Investment Management
Illinois
$546K
CAM
919
Chesapeake Asset Management
New York
$545K
FAM
920
Fulcrum Asset Management
United Kingdom
$537K
NAG
921
Northstar Advisory Group
New Jersey
$537K
CAG
922
Csenge Advisory Group
Florida
$535K
AC
923
Avestar Capital
New York
$535K
NF
924
Nvest Financial
New Hampshire
$534K
CAI
925
Capital Advisors Inc
Oklahoma
$534K