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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
MWM
926
Meritas Wealth Management
California
$613K
SPC
927
Spirepoint Private Client
Florida
$612K
PCH
928
PGIM Custom Harvest
New Jersey
$612K
PPWP
929
Premier Path Wealth Partners
New Jersey
$611K
FA
930
Faithward Advisors
Pennsylvania
$610K
CCA
931
Coign Capital Advisors
Utah
$605K
WCM
932
Wellington Capital Management
Maryland
$603K
4WM
933
44 Wealth Management
Oregon
$601K
CAM
934
Chesapeake Asset Management
New York
$600K
FAM
935
Fulcrum Asset Management
United Kingdom
$599K
Nomura Holdings
936
Nomura Holdings
Japan
$599K
SWA
937
SOA Wealth Advisors
New York
$595K
AT
938
Avalon Trust
New Mexico
$593K
PCM
939
Penserra Capital Management
California
$591K
GAM
940
Groupama Asset Management
France
$587K
CAI
941
Capital Advisors Inc
Oklahoma
$583K
WPW
942
Warther Private Wealth
Ohio
$579K
NAS
943
Nicolet Advisory Services
Wisconsin
$578K
AWA
944
Amplius Wealth Advisors
Pennsylvania
$576K
BRM
945
Boston Research & Management
Massachusetts
$572K
FCM
946
Fogel Capital Management
Florida
$572K
TA
947
TFB Advisors
Kansas
$566K
CWM
948
C2C Wealth Management
Arizona
$564K
FAIM
949
Financial Advocates Investment Management
Washington
$560K
WKWM
950
Walter & Keenan Wealth Management
Indiana
$558K