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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
RIG
901
RiverFront Investment Group
Virginia
$590K
CC
902
Cadinha & Co
Hawaii
$589K
WS
903
Wela Strategies
Georgia
$587K
MC
904
Moors & Cabot
Massachusetts
$583K
SG
905
Strid Group
Pennsylvania
$579K
KA
906
Kearns & Associates
California
$576K
AWA
907
Archvest Wealth Advisors
California
$573K
IAS
908
Insigneo Advisory Services
Florida
$572K
SWM
909
Sterling Wealth Management
Illinois
$568K
FFA
910
Florida Financial Advisors
Florida
$566K
MWM
911
Meritas Wealth Management
California
$565K
TPA
912
Trivium Point Advisory
Connecticut
$564K
PCS
913
Personal CFO Solutions
New Jersey
$560K
DWM
914
Dakota Wealth Management
Florida
$560K
OFG
915
OmniStar Financial Group
North Carolina
$559K
MCM
916
McRae Capital Management
New Jersey
$557K
SWA
917
SOA Wealth Advisors
New York
$557K
BTWM
918
Baker Tilly Wealth Management
Wisconsin
$556K
BPC
919
Bryce Point Capital
New York
$550K
PCM
920
Penserra Capital Management
California
$550K
PCH
921
PGIM Custom Harvest
New Jersey
$549K
AIM
922
Advyzon Investment Management
Illinois
$546K
CAM
923
Chesapeake Asset Management
New York
$545K
FAM
924
Fulcrum Asset Management
United Kingdom
$537K
NAG
925
Northstar Advisory Group
New Jersey
$537K