MMC icon

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
PWMG
1101
Prestige Wealth Management Group
New Jersey
$303K
YIM
1102
Yoffe Investment Management
Pennsylvania
$302K
VF
1103
Vest Financial
Virginia
$302K
NI
1104
Natural Investments
California
$301K
OTL
1105
Oak Thistle LLC
New York
$300K
DW30
1106
Drucker Wealth 3.0
New Jersey
$299K
AC
1107
AXQ Capital
New Jersey
$299K
CT
1108
Colonial Trust
South Carolina
$299K
BRWA
1109
B. Riley Wealth Advisors
Florida
$299K
RP
1110
Riverwater Partners
Wisconsin
$297K
PP
1111
PFS Partners
New Jersey
$296K
DWP
1112
Daymark Wealth Partners
Ohio
$296K
GLA
1113
Great Lakes Advisors
Illinois
$296K
HT
1114
Headlands Technologies
Illinois
$295K
BAM
1115
Berkshire Asset Management
Pennsylvania
$294K
TM
1116
TigerOak Management
New Mexico
$294K
RWM
1117
Revisor Wealth Management
Ohio
$293K
Fayez Sarofim & Co
1118
Fayez Sarofim & Co
Texas
$292K
1C
1119
111 Capital
France
$291K
DJSG
1120
D.J. St. Germain
Massachusetts
$290K
PFBT
1121
Parkside Financial Bank & Trust
Missouri
$290K
BI
1122
Bolthouse Investments
California
$289K
SWA
1123
Sax Wealth Advisors
New Jersey
$289K
CAU
1124
Caxton Associates (UK)
$289K
SIM
1125
Synergy Investment Management
Florida
$287K