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Marsh & McLennan

1,548 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, 546 increasing their positions, 598 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: 1,5941,548 (-46)

10% less capital invested

Capital invested by funds: $96.8B → $86.9B (-$9.9B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,548
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
OL
1026
Optas LLC
Texas
$367K
SAI
1027
Savvy Advisors Inc
New York
$367K
DA
1028
Dillon & Associates
Michigan
$367K
LWP
1029
LeClair Wealth Partners
Ohio
$367K
CPIG
1030
Chicago Partners Investment Group
Illinois
$365K
GWANC
1031
Guardian Wealth Advisors (North Carolina)
North Carolina
$365K
JAG
1032
Journey Advisory Group
Kentucky
$363K
PWAM
1033
Private Wealth Asset Management
Iowa
$362K
FMP
1034
Financial Management Professionals
Texas
$362K
DAS
1035
Dynamic Advisor Solutions
Arizona
$359K
KFA
1036
Kelleher Financial Advisors
New York
$358K
NHT
1037
New Hampshire Trust
New Hampshire
$358K
ML
1038
Mayport LLC
Massachusetts
$357K
FDCP
1039
Foster Dykema Cabot & Partners
Massachusetts
$356K
SAM
1040
Summit Asset Management
Tennessee
$354K
NPF
1041
Norris Perne & French
Michigan
$354K
AHB
1042
Abner Herrman & Brock
New Jersey
$353K
EL
1043
EWA LLC
Pennsylvania
$350K
LFG
1044
Lockerman Financial Group
California
$350K
BFM
1045
Boothbay Fund Management
New York
$349K
AWM
1046
Avior Wealth Management
Nebraska
$349K
UB
1047
Umpqua Bank
Oregon
$346K
MA
1048
MCF Advisors
Kentucky
$346K
VAG
1049
VisionPoint Advisory Group
Texas
$346K
WANY
1050
Wealthspire Advisors (New York)
New York
$346K