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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
SWM
901
Spire Wealth Management
Virginia
$688K
NO
902
Ninety One
South Africa
$687K
BFA
903
Bill Few Associates
Pennsylvania
$685K
FFA
904
Florida Financial Advisors
Florida
$684K
GIA
905
Gateway Investment Advisers
Ohio
$683K
MLA
906
My Legacy Advisors
Oregon
$683K
DA
907
Dover Advisors
Virginia
$678K
DWM
908
Dakota Wealth Management
Florida
$670K
VC
909
Vicus Capital
Pennsylvania
$667K
NSAM
910
North Star Asset Management
Wisconsin
$662K
SCM
911
SOL Capital Management
Maryland
$662K
FC
912
Farringdon Capital
United Kingdom
$655K
GFP
913
Gryphon Financial Partners
Ohio
$653K
DIM
914
Delta Investment Management
California
$653K
PFA
915
Pure Financial Advisors
California
$648K
MC
916
Moors & Cabot
Massachusetts
$637K
MSCM
917
McElhenny Sheffield Capital Management
Texas
$633K
SL
918
SWMG LLC
Texas
$629K
SG
919
Strid Group
Pennsylvania
$628K
KA
920
Kearns & Associates
California
$625K
MCM
921
McRae Capital Management
New Jersey
$623K
AWA
922
Archvest Wealth Advisors
California
$621K
ACM
923
Aster Capital Management
United Arab Emirates
$617K
SWM
924
Sterling Wealth Management
Illinois
$616K
AWM
925
Aprio Wealth Management
Georgia
$615K