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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
JTWM
951
Jackson Thornton Wealth Management
Alabama
$483K
EB
952
Eastern Bank
Massachusetts
$483K
EFA
953
Evernest Financial Advisors
Indiana
$477K
PIA
954
Powell Investment Advisors
Florida
$475K
SIA
955
Soltis Investment Advisors
Utah
$474K
TPI
956
Trust Point Inc
Wisconsin
$473K
AI
957
AdvisorShares Investments
Maryland
$472K
JFL
958
Jarislowsky, Fraser Ltd
Quebec, Canada
$468K
EW
959
Evoke Wealth
California
$466K
IWM
960
IHT Wealth Management
Illinois
$465K
LAM
961
L2 Asset Management
Massachusetts
$465K
EI
962
Ellevest Inc
New York
$463K
GCP
963
GSA Capital Partners
United Kingdom
$461K
RI
964
Ridgewood Investments
New Jersey
$460K
AA
965
Alta Advisers
United Kingdom
$459K
ACM
966
Andina Capital Management
Utah
$458K
EHWM
967
Eads & Heald Wealth Management
Georgia
$456K
IA
968
Intellus Advisors
Florida
$452K
RIM
969
Reliant Investment Management
Tennessee
$451K
WKWM
970
Walter & Keenan Wealth Management
Indiana
$450K
CCP
971
Clarkston Capital Partners
Michigan
$448K
PA
972
Procyon Advisors
Connecticut
$448K
FCG
973
Fielder Capital Group
Tennessee
$447K
BAM
974
Blueshift Asset Management
New Jersey
$446K
GH
975
GAM Holding
Switzerland
$446K