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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
CA
976
Cornerstone Advisory
Maryland
$445K
ACM
977
Avalon Capital Management
California
$445K
AWM
978
Aprio Wealth Management
Georgia
$440K
PCM
979
Parsons Capital Management
Rhode Island
$438K
CCWM
980
Cassaday & Co Wealth Management
Virginia
$434K
FIA
981
Foundations Investment Advisors
Arizona
$432K
WFA
982
WestHill Financial Advisors
California
$430K
CCA
983
Childress Capital Advisors
Texas
$429K
LFA
984
Legacy Financial Advisors
Kentucky
$428K
RIL
985
Rothschild Investment LLC
Illinois
$424K
SHWM
986
Smith & Howard Wealth Management
Georgia
$423K
CAM
987
Congress Asset Management
Massachusetts
$421K
JWCA
988
J.W. Cole Advisors
Florida
$415K
TWA
989
Talisman Wealth Advisors
New Jersey
$413K
WPW
990
Waldron Private Wealth
Pennsylvania
$412K
SWM
991
Stockman Wealth Management
Montana
$412K
GIA
992
Gladstone Institutional Advisory
Florida
$411K
KIG
993
Kessler Investment Group
Indiana
$411K
MIM
994
Merrion Investment Management
New Jersey
$409K
CG
995
Cynosure Group
Utah
$409K
SWP
996
Stratos Wealth Partners
Ohio
$404K
DOA
997
D'Orazio & Associates
Virginia
$403K
KCM
998
Kornitzer Capital Management
Kansas
$403K
HCM
999
Hutchinson Capital Management
California
$403K
SCI
1000
S&CO Inc
Massachusetts
$403K