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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
DWA
1051
Douglass Winthrop Advisors
New York
$345K
WCWM
1052
Willow Creek Wealth Management
California
$344K
GM
1053
GeoWealth Management
Illinois
$344K
IP
1054
Investment Partners
Ohio
$343K
PI
1055
PFG Investments
New York
$343K
RMCM
1056
Reynders McVeigh Capital Management
Massachusetts
$340K
CBB
1057
Citizens Business Bank
California
$340K
SG
1058
StoneX Group
New York
$339K
SCP
1059
Sivia Capital Partners
California
$339K
MWA
1060
Meridian Wealth Advisors
Texas
$338K
TA
1061
TFB Advisors
Kansas
$336K
MG
1062
Mather Group
Illinois
$335K
TC
1063
TFR Capital
Texas
$333K
TW
1064
TritonPoint Wealth
Maryland
$332K
RW
1065
RVW Wealth
California
$331K
SWM
1066
SeaCrest Wealth Management
New York
$330K
MC
1067
Middleton & Co
Massachusetts
$330K
MSFS
1068
Main Street Financial Solutions
Pennsylvania
$329K
BA
1069
Bellwether Advisors
Nebraska
$329K
CA
1070
Continuum Advisory
Idaho
$328K
TL
1071
Tradewinds LLC
North Carolina
$326K
LJHT
1072
Laurie J. Hall Trustee
$324K
MSFP
1073
Mark Sheptoff Financial Planning
Connecticut
$324K
PHAM
1074
Palisades Hudson Asset Management
Florida
$324K
EA
1075
Everpar Advisors
Oklahoma
$324K