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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
KC
1101
Kinloch Capital
Virginia
$366K
PWAM
1102
Private Wealth Asset Management
Iowa
$365K
SRL
1103
Scientech Research LLC
New Jersey
$364K
WS
1104
Wedbush Securities
California
$363K
MWA
1105
Meridian Wealth Advisors
Texas
$361K
RW
1106
RVW Wealth
California
$359K
TPW
1107
Talon Private Wealth
Florida
$359K
RCA
1108
Resonant Capital Advisors
Wisconsin
$358K
WPW
1109
Waldron Private Wealth
Pennsylvania
$356K
RCAG
1110
Rehmann Capital Advisory Group
Michigan
$355K
RMDI
1111
R.M. Davis Inc
Maine
$354K
LFG
1112
Lockerman Financial Group
California
$354K
BA
1113
Bellwether Advisors
Nebraska
$353K
LJHT
1114
Laurie J. Hall Trustee
$352K
MSFP
1115
Mark Sheptoff Financial Planning
Connecticut
$352K
PHAM
1116
Palisades Hudson Asset Management
Florida
$351K
SI
1117
Sava Infond
Slovenia
$350K
VCA
1118
Verdence Capital Advisors
Maryland
$348K
TWA
1119
TCI Wealth Advisors
Arizona
$347K
LGWM
1120
Litman Gregory Wealth Management
California
$347K
GM
1121
GeoWealth Management
Illinois
$346K
CAM
1122
Carret Asset Management
New York
$345K
CM
1123
Capital Management
Virginia
$345K
DA
1124
Detalus Advisors
Missouri
$345K
CCA
1125
Childress Capital Advisors
Texas
$345K