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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
CPA
1026
Capital Performance Advisors
California
$370K
FMLI
1027
Fukoku Mutual Life Insurance
Japan
$370K
CFP
1028
Catalyst Financial Partners
Massachusetts
$369K
AWA
1029
AGH Wealth Advisors
Kansas
$369K
OCG
1030
Opus Capital Group
Ohio
$368K
OL
1031
Optas LLC
Texas
$367K
SAI
1032
Savvy Advisors Inc
New York
$367K
DA
1033
Dillon & Associates
Michigan
$367K
LWP
1034
LeClair Wealth Partners
Ohio
$367K
CPIG
1035
Chicago Partners Investment Group
Illinois
$365K
GWANC
1036
Guardian Wealth Advisors (North Carolina)
North Carolina
$365K
JAG
1037
Journey Advisory Group
Kentucky
$363K
PWAM
1038
Private Wealth Asset Management
Iowa
$362K
FMP
1039
Financial Management Professionals
Texas
$362K
DAS
1040
Dynamic Advisor Solutions
Arizona
$359K
KFA
1041
Kelleher Financial Advisors
New York
$358K
NHT
1042
New Hampshire Trust
New Hampshire
$358K
ML
1043
Mayport LLC
Massachusetts
$357K
FDCP
1044
Foster Dykema Cabot & Partners
Massachusetts
$356K
SAM
1045
Summit Asset Management
Tennessee
$354K
NPF
1046
Norris Perne & French
Michigan
$354K
AHB
1047
Abner Herrman & Brock
New Jersey
$353K
EL
1048
EWA LLC
Pennsylvania
$350K
LFG
1049
Lockerman Financial Group
California
$350K
BFM
1050
Boothbay Fund Management
New York
$349K