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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
SWA
1076
Stratos Wealth Advisors
Ohio
$385K
NPF
1077
Norris Perne & French
Michigan
$384K
FC
1078
FORA Capital
Florida
$383K
PI
1079
PFG Investments
New York
$383K
DAS
1080
Dynamic Advisor Solutions
Arizona
$382K
FWA
1081
FSM Wealth Advisors
Ohio
$380K
TW
1082
TritonPoint Wealth
Maryland
$379K
RIL
1083
Rothschild Investment LLC
Illinois
$377K
Fisher Asset Management
1084
Fisher Asset Management
Washington
$376K
DWP
1085
Daymark Wealth Partners
Ohio
$375K
SWM
1086
SeaCrest Wealth Management
New York
$375K
CPIG
1087
Chicago Partners Investment Group
Illinois
$374K
RMCM
1088
Reynders McVeigh Capital Management
Massachusetts
$374K
DWA
1089
Douglass Winthrop Advisors
New York
$373K
MA
1090
MCF Advisors
Kentucky
$373K
IGAM
1091
iA Global Asset Management
Quebec, Canada
$372K
AAMC
1092
Asset Allocation & Management Company
Illinois
$372K
JAG
1093
Journey Advisory Group
Kentucky
$372K
IP
1094
Investment Partners
Ohio
$371K
CBB
1095
Citizens Business Bank
California
$369K
GLA
1096
Great Lakes Advisors
Illinois
$368K
UB
1097
Umpqua Bank
Oregon
$368K
GWM
1098
Geneos Wealth Management
Colorado
$368K
AP
1099
Advisors Preferred
Maryland
$367K
AC
1100
ASB Consultores
Florida
$366K