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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
CCWM
976
Cassaday & Co Wealth Management
Virginia
$434K
FIA
977
Foundations Investment Advisors
Arizona
$432K
WFA
978
WestHill Financial Advisors
California
$430K
CCA
979
Childress Capital Advisors
Texas
$429K
LFA
980
Legacy Financial Advisors
Kentucky
$428K
RIL
981
Rothschild Investment LLC
Illinois
$424K
SHWM
982
Smith & Howard Wealth Management
Georgia
$423K
CAM
983
Congress Asset Management
Massachusetts
$421K
JWCA
984
J.W. Cole Advisors
Florida
$415K
TWA
985
Talisman Wealth Advisors
New Jersey
$413K
WPW
986
Waldron Private Wealth
Pennsylvania
$412K
SWM
987
Stockman Wealth Management
Montana
$412K
GIA
988
Gladstone Institutional Advisory
Florida
$411K
KIG
989
Kessler Investment Group
Indiana
$411K
MIM
990
Merrion Investment Management
New Jersey
$409K
CG
991
Cynosure Group
Utah
$409K
SWP
992
Stratos Wealth Partners
Ohio
$404K
DOA
993
D'Orazio & Associates
Virginia
$403K
KCM
994
Kornitzer Capital Management
Kansas
$403K
HCM
995
Hutchinson Capital Management
California
$403K
SCI
996
S&CO Inc
Massachusetts
$403K
TB
997
Terril Brothers
Missouri
$403K
GAM
998
GEM Asset Management
Michigan
$395K
WCM
999
Wallace Capital Management
Texas
$395K
CFG
1000
CKW Financial Group
Hawaii
$393K