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Marsh & McLennan

1,544 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, 543 increasing their positions, 597 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: 1,5931,544 (-49)

10% less capital invested

Capital invested by funds: $96.8B → $86.9B (-$9.91B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,544
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
OTL
1101
Oak Thistle LLC
New York
$300K
DW30
1102
Drucker Wealth 3.0
New Jersey
$299K
AC
1103
AXQ Capital
New Jersey
$299K
CT
1104
Colonial Trust
South Carolina
$299K
BRWA
1105
B. Riley Wealth Advisors
Florida
$299K
RP
1106
Riverwater Partners
Wisconsin
$297K
PP
1107
PFS Partners
New Jersey
$296K
DWP
1108
Daymark Wealth Partners
Ohio
$296K
GLA
1109
Great Lakes Advisors
Illinois
$296K
HT
1110
Headlands Technologies
Illinois
$295K
BAM
1111
Berkshire Asset Management
Pennsylvania
$294K
TM
1112
TigerOak Management
New Mexico
$294K
RWM
1113
Revisor Wealth Management
Ohio
$293K
Fayez Sarofim & Co
1114
Fayez Sarofim & Co
Texas
$292K
1C
1115
111 Capital
France
$291K
DJSG
1116
D.J. St. Germain
Massachusetts
$290K
PFBT
1117
Parkside Financial Bank & Trust
Missouri
$290K
BI
1118
Bolthouse Investments
California
$289K
SWA
1119
Sax Wealth Advisors
New Jersey
$289K
CAU
1120
Caxton Associates (UK)
$289K
SIM
1121
Synergy Investment Management
Florida
$287K
EHC
1122
Everett Harris & Co
California
$287K
MLRA
1123
Main Line Retirement Advisors
Montana
$286K
ESB
1124
Essex Savings Bank
Connecticut
$286K
OWP
1125
ORG Wealth Partners
Texas
$284K