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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
DOA
1001
D'Orazio & Associates
Virginia
$403K
KCM
1002
Kornitzer Capital Management
Kansas
$403K
HCM
1003
Hutchinson Capital Management
California
$403K
SCI
1004
S&CO Inc
Massachusetts
$403K
TB
1005
Terril Brothers
Missouri
$403K
KP
1006
Keel Point
Alabama
$396K
GAM
1007
GEM Asset Management
Michigan
$395K
WCM
1008
Wallace Capital Management
Texas
$395K
CFG
1009
CKW Financial Group
Hawaii
$393K
GWA
1010
Gratus Wealth Advisors
Virginia
$392K
UFF
1011
USA Financial Formulas
Michigan
$392K
NFC
1012
Northstar Financial Companies
Pennsylvania
$391K
SAG
1013
SageView Advisory Group
California
$389K
TBA
1014
Tower Bridge Advisors
Pennsylvania
$388K
APW
1015
Acima Private Wealth
Virginia
$386K
MWM
1016
Modera Wealth Management
New Jersey
$385K
SFO
1017
Stokes Family Office
Louisiana
$385K
JIC
1018
Joel Isaacson & Co
New York
$383K
JCM
1019
Jacobi Capital Management
Pennsylvania
$382K
FWA
1020
FSM Wealth Advisors
Ohio
$381K
LOAMU
1021
Lombard Odier Asset Management (USA)
New York
$379K
MSCM
1022
McElhenny Sheffield Capital Management
Texas
$377K
HWMO
1023
Heritage Wealth Management (Ohio)
Ohio
$373K
CGL
1024
Clarius Group LLC
Washington
$373K
GC
1025
Gilbert & Cook
Iowa
$372K