MMC icon

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
TL
1076
Tradewinds LLC
North Carolina
$326K
LJHT
1077
Laurie J. Hall Trustee
$324K
MSFP
1078
Mark Sheptoff Financial Planning
Connecticut
$324K
PHAM
1079
Palisades Hudson Asset Management
Florida
$324K
EA
1080
Everpar Advisors
Oklahoma
$324K
GPW
1081
Genesis Private Wealth
Virginia
$324K
RCAG
1082
Rehmann Capital Advisory Group
Michigan
$322K
Fisher Asset Management
1083
Fisher Asset Management
Washington
$322K
TWA
1084
TCI Wealth Advisors
Arizona
$321K
GEM
1085
Global Endowment Management
North Carolina
$321K
LGWM
1086
Litman Gregory Wealth Management
California
$320K
ONB
1087
Old National Bancorp
Indiana
$319K
CAM
1088
Carret Asset Management
New York
$318K
CM
1089
Capital Management
Virginia
$318K
DA
1090
Detalus Advisors
Missouri
$318K
Hudson Bay Capital Management
1091
Hudson Bay Capital Management
Connecticut
$317K
RBC
1092
Roble Belko & Company
Pennsylvania
$316K
DMBA
1093
Deseret Mutual Benefit Administrators
Utah
$312K
WB
1094
WesBanco Bank
West Virginia
$310K
B
1095
Bailard
California
$310K
SFS
1096
Stiles Financial Services
Minnesota
$309K
CWP
1097
Capital Wealth Planning
Florida
$308K
SIM
1098
Sentry Investment Management
Wisconsin
$307K
JWWM
1099
Johnson & White Wealth Management
Pennsylvania
$306K
IP
1100
Ignite Planners
California
$306K