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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
EC
1001
EntryPoint Capital
New York
$470K
CCWM
1002
Cassaday & Co Wealth Management
Virginia
$469K
EA
1003
Everpar Advisors
Oklahoma
$468K
WFA
1004
WestHill Financial Advisors
California
$466K
MG
1005
Mather Group
Illinois
$466K
EB
1006
Eastern Bank
Massachusetts
$465K
TBA
1007
Tower Bridge Advisors
Pennsylvania
$464K
AAP
1008
Arax Advisory Partners
Colorado
$463K
SHWM
1009
Smith & Howard Wealth Management
Georgia
$459K
MWM
1010
Modera Wealth Management
New Jersey
$459K
TCWA
1011
Turtle Creek Wealth Advisors
Texas
$457K
CAM
1012
Congress Asset Management
Massachusetts
$456K
ACM
1013
Andina Capital Management
Utah
$456K
CA
1014
Cornerstone Advisory
Maryland
$451K
GLA
1015
Good Life Advisors
Pennsylvania
$450K
CG
1016
Cynosure Group
Utah
$448K
TWA
1017
Talisman Wealth Advisors
New Jersey
$448K
SWM
1018
Stockman Wealth Management
Montana
$447K
KIG
1019
Kessler Investment Group
Indiana
$446K
SAI
1020
Savvy Advisors Inc
New York
$446K
LFA
1021
Legacy Financial Advisors
Kentucky
$444K
MIM
1022
Merrion Investment Management
New Jersey
$444K
TC
1023
TownSquare Capital
Utah
$440K
Capstone Investment Advisors
1024
Capstone Investment Advisors
New York
$438K
HCM
1025
Hutchinson Capital Management
California
$437K