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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
SPC
951
Sigma Planning Corp
Michigan
$553K
MFA
952
Mayflower Financial Advisors
Massachusetts
$549K
EFA
953
Evernest Financial Advisors
Indiana
$549K
MUAMU
954
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$547K
BCB
955
Brian C. Broderick
$547K
AIM
956
Advyzon Investment Management
Illinois
$544K
WS
957
Wela Strategies
Georgia
$542K
AIP
958
ARS Investment Partners
New York
$542K
MA
959
Montag & Associates
Georgia
$541K
LGF
960
LGT Group Foundation
Liechtenstein
$541K
SWP
961
Strategic Wealth Partners
Ohio
$540K
SWAG
962
Spectrum Wealth Advisory Group
California
$537K
IA
963
IFC Advisors
California
$535K
KP
964
Keel Point
Alabama
$534K
AWM
965
Aberdeen Wealth Management
Illinois
$533K
SAW
966
Signal Advisors Wealth
Michigan
$532K
GP
967
Geneva Partners
Wisconsin
$527K
RIM
968
Reliant Investment Management
Tennessee
$527K
FWM
969
Foguth Wealth Management
Michigan
$527K
CBUSF
970
Construction & Building Unions Superannuation Fund
Australia
$525K
GCP
971
GSA Capital Partners
United Kingdom
$524K
PCA
972
Pallas Capital Advisors
Massachusetts
$522K
EHWM
973
Eads & Heald Wealth Management
Georgia
$521K
PMSA
974
Patrick M. Sweeney & Associates
Illinois
$519K
JWCA
975
J.W. Cole Advisors
Florida
$517K