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Marsh & McLennan

1,544 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, 543 increasing their positions, 597 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: 1,5931,544 (-49)

10% less capital invested

Capital invested by funds: $96.8B → $86.9B (-$9.91B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,544
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
MFA
926
Mayflower Financial Advisors
Massachusetts
$530K
ECM
927
Evergreen Capital Management
Washington
$528K
BRM
928
Boston Research & Management
Massachusetts
$528K
FCM
929
Fogel Capital Management
Florida
$527K
QC
930
Quadrature Capital
United Kingdom
$523K
CWM
931
C2C Wealth Management
Arizona
$520K
PPWP
932
Premier Path Wealth Partners
New Jersey
$514K
SPC
933
Sigma Planning Corp
Michigan
$506K
WPW
934
Warther Private Wealth
Ohio
$504K
BCB
935
Brian C. Broderick
$504K
ECM
936
Element Capital Management
New York
$503K
AIP
937
ARS Investment Partners
New York
$499K
MA
938
Montag & Associates
Georgia
$499K
LGF
939
LGT Group Foundation
Liechtenstein
$498K
SWAG
940
Spectrum Wealth Advisory Group
California
$495K
PMSA
941
Patrick M. Sweeney & Associates
Illinois
$493K
PIM
942
Penobscot Investment Management
Massachusetts
$492K
Capstone Investment Advisors
943
Capstone Investment Advisors
New York
$491K
AWM
944
Aberdeen Wealth Management
Illinois
$491K
GCA
945
Genesee Capital Advisors
New York
$490K
ACM
946
Advisors Capital Management
New Jersey
$487K
JTWM
947
Jackson Thornton Wealth Management
Alabama
$483K
EB
948
Eastern Bank
Massachusetts
$483K
EFA
949
Evernest Financial Advisors
Indiana
$477K
PIA
950
Powell Investment Advisors
Florida
$475K