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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
CI
1051
Corient IA
Florida
$407K
TC
1052
TFR Capital
Texas
$406K
WCWM
1053
Willow Creek Wealth Management
California
$405K
CAU
1054
Caxton Associates (UK)
$405K
HWMO
1055
Heritage Wealth Management (Ohio)
Ohio
$405K
TI
1056
TrueMark Investments
Illinois
$405K
GC
1057
Gilbert & Cook
Iowa
$404K
FMP
1058
Financial Management Professionals
Texas
$403K
AWA
1059
AGH Wealth Advisors
Kansas
$401K
RWM
1060
Revisor Wealth Management
Ohio
$401K
HI
1061
Harbour Investments
Wisconsin
$399K
DA
1062
Dillon & Associates
Michigan
$398K
LWP
1063
LeClair Wealth Partners
Ohio
$398K
GWANC
1064
Guardian Wealth Advisors (North Carolina)
North Carolina
$396K
EW
1065
Evoke Wealth
California
$396K
DWM
1066
Dogwood Wealth Management
Kansas
$395K
IFU
1067
iSAM Funds (UK)
United Kingdom
$394K
PAS
1068
Point72 Asia (Singapore)
Singapore
$393K
EL
1069
EWA LLC
Pennsylvania
$391K
VAG
1070
VisionPoint Advisory Group
Texas
$391K
AWM
1071
Angeles Wealth Management
California
$390K
NHT
1072
New Hampshire Trust
New Hampshire
$389K
KFA
1073
Kelleher Financial Advisors
New York
$389K
ML
1074
Mayport LLC
Massachusetts
$388K
FDCP
1075
Foster Dykema Cabot & Partners
Massachusetts
$386K