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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
GWA
1001
Gratus Wealth Advisors
Virginia
$392K
UFF
1002
USA Financial Formulas
Michigan
$392K
NFC
1003
Northstar Financial Companies
Pennsylvania
$391K
SAG
1004
SageView Advisory Group
California
$389K
TBA
1005
Tower Bridge Advisors
Pennsylvania
$388K
APW
1006
Acima Private Wealth
Virginia
$386K
MWM
1007
Modera Wealth Management
New Jersey
$385K
SFO
1008
Stokes Family Office
Louisiana
$385K
JIC
1009
Joel Isaacson & Co
New York
$383K
JCM
1010
Jacobi Capital Management
Pennsylvania
$382K
FWA
1011
FSM Wealth Advisors
Ohio
$381K
LOAMU
1012
Lombard Odier Asset Management (USA)
New York
$379K
MSCM
1013
McElhenny Sheffield Capital Management
Texas
$377K
HWMO
1014
Heritage Wealth Management (Ohio)
Ohio
$373K
CGL
1015
Clarius Group LLC
Washington
$373K
GC
1016
Gilbert & Cook
Iowa
$372K
CPA
1017
Capital Performance Advisors
California
$370K
FMLI
1018
Fukoku Mutual Life Insurance
Japan
$370K
CFP
1019
Catalyst Financial Partners
Massachusetts
$369K
AWA
1020
AGH Wealth Advisors
Kansas
$369K
OCG
1021
Opus Capital Group
Ohio
$368K
OL
1022
Optas LLC
Texas
$367K
SAI
1023
Savvy Advisors Inc
New York
$367K
DA
1024
Dillon & Associates
Michigan
$367K
LWP
1025
LeClair Wealth Partners
Ohio
$367K