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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
PIA
976
Powell Investment Advisors
Florida
$516K
PSP
977
Principal Street Partners
Tennessee
$512K
ALAM
978
Asahi Life Asset Management
Japan
$512K
JHP
979
James Hambro & Partners
United Kingdom
$509K
SMF
980
Scott Marsh Financial
Utah
$508K
JFL
981
Jarislowsky, Fraser Ltd
Quebec, Canada
$508K
WANY
982
Wealthspire Advisors (New York)
New York
$507K
DOA
983
D'Orazio & Associates
Virginia
$500K
AA
984
Alta Advisers
United Kingdom
$498K
ACM
985
Advisors Capital Management
New Jersey
$492K
IWM
986
IHT Wealth Management
Illinois
$492K
BAM
987
Blueshift Asset Management
New Jersey
$492K
BAM
988
Berkshire Asset Management
Pennsylvania
$491K
IA
989
Intellus Advisors
Florida
$490K
CCP
990
Clarkston Capital Partners
Michigan
$486K
BRWA
991
B. Riley Wealth Advisors
Florida
$485K
LAM
992
L2 Asset Management
Massachusetts
$483K
FCG
993
Fielder Capital Group
Tennessee
$482K
BCM
994
Brookstone Capital Management
Illinois
$482K
AF
995
Atala Financial
California
$481K
PIM
996
Penobscot Investment Management
Massachusetts
$479K
UFF
997
USA Financial Formulas
Michigan
$478K
PCM
998
Parsons Capital Management
Rhode Island
$475K
BAM
999
BTS Asset Management
Massachusetts
$473K
PA
1000
Procyon Advisors
Connecticut
$472K