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Marsh & McLennan

1,554 hedge funds and large institutions have $86.9B invested in Marsh & McLennan in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 548 increasing their positions, 602 reducing their positions, and 156 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 funds holding

Funds holding:

2.89% less ownership

Funds ownership: 90.63%87.74% (-2.9%)

10% less capital invested

Capital invested by funds: $96.9B → $86.9B (-$9.97B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,554
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
PA
976
Procyon Advisors
Connecticut
$448K
FCG
977
Fielder Capital Group
Tennessee
$447K
BAM
978
Blueshift Asset Management
New Jersey
$446K
GH
979
GAM Holding
Switzerland
$446K
CA
980
Cornerstone Advisory
Maryland
$445K
ACM
981
Avalon Capital Management
California
$445K
AWM
982
Aprio Wealth Management
Georgia
$440K
PCM
983
Parsons Capital Management
Rhode Island
$438K
CCWM
984
Cassaday & Co Wealth Management
Virginia
$434K
FIA
985
Foundations Investment Advisors
Arizona
$432K
WFA
986
WestHill Financial Advisors
California
$430K
CCA
987
Childress Capital Advisors
Texas
$429K
LFA
988
Legacy Financial Advisors
Kentucky
$428K
RIL
989
Rothschild Investment LLC
Illinois
$424K
SHWM
990
Smith & Howard Wealth Management
Georgia
$423K
CAM
991
Congress Asset Management
Massachusetts
$421K
JWCA
992
J.W. Cole Advisors
Florida
$415K
TWA
993
Talisman Wealth Advisors
New Jersey
$413K
WPW
994
Waldron Private Wealth
Pennsylvania
$412K
SWM
995
Stockman Wealth Management
Montana
$412K
GIA
996
Gladstone Institutional Advisory
Florida
$411K
KIG
997
Kessler Investment Group
Indiana
$411K
MIM
998
Merrion Investment Management
New Jersey
$409K
CG
999
Cynosure Group
Utah
$409K
SWP
1000
Stratos Wealth Partners
Ohio
$404K