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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
KCM
1026
Kornitzer Capital Management
Kansas
$437K
RFN
1027
RDA Financial Network
Iowa
$437K
SCI
1028
S&CO Inc
Massachusetts
$437K
OL
1029
Optas LLC
Texas
$437K
FMLI
1030
Fukoku Mutual Life Insurance
Japan
$434K
KCM
1031
Kanawha Capital Management
Virginia
$433K
TPI
1032
Trust Point Inc
Wisconsin
$432K
Koshinski Asset Management
1033
Koshinski Asset Management
Illinois
$431K
WCM
1034
Wallace Capital Management
Texas
$429K
GWA
1035
Gratus Wealth Advisors
Virginia
$425K
NFC
1036
Northstar Financial Companies
Pennsylvania
$424K
CFG
1037
CKW Financial Group
Hawaii
$424K
ECM
1038
Evergreen Capital Management
Washington
$424K
PFBT
1039
Parkside Financial Bank & Trust
Missouri
$424K
SWP
1040
Stratos Wealth Partners
Ohio
$422K
OCG
1041
Opus Capital Group
Ohio
$421K
JCM
1042
Jacobi Capital Management
Pennsylvania
$418K
JIC
1043
Joel Isaacson & Co
New York
$416K
CFP
1044
Catalyst Financial Partners
Massachusetts
$415K
AWM
1045
Avior Wealth Management
Nebraska
$414K
APW
1046
Acima Private Wealth
Virginia
$411K
WCA
1047
Westover Capital Advisors
Delaware
$410K
GIA
1048
Gladstone Institutional Advisory
Florida
$409K
QIM
1049
Quantitative Investment Management
Virginia
$408K
NAM
1050
NorthCrest Asset Manangement
Minnesota
$407K