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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
VC
1126
Veracity Capital
Georgia
$345K
RBC
1127
Roble Belko & Company
Pennsylvania
$342K
OF
1128
Optimize Financial
California
$342K
DMBA
1129
Deseret Mutual Benefit Administrators
Utah
$338K
DJSG
1130
D.J. St. Germain
Massachusetts
$338K
AFT
1131
Alpha Family Trust
California
$338K
SFS
1132
Stiles Financial Services
Minnesota
$335K
B
1133
Bailard
California
$335K
DWM
1134
Drive Wealth Management
Utah
$332K
SW
1135
SlateStone Wealth
Florida
$332K
JWWM
1136
Johnson & White Wealth Management
Pennsylvania
$332K
SIM
1137
Sentry Investment Management
Wisconsin
$332K
NFC
1138
Northeast Financial Consultants
Connecticut
$331K
SCM
1139
SCS Capital Management
Massachusetts
$329K
YIM
1140
Yoffe Investment Management
Pennsylvania
$328K
NFG
1141
Nations Financial Group
Iowa
$328K
SWA
1142
Sax Wealth Advisors
New Jersey
$326K
CWM
1143
Cahaba Wealth Management
Georgia
$326K
CT
1144
Colonial Trust
South Carolina
$326K
PWMG
1145
Prestige Wealth Management Group
New Jersey
$325K
QP
1146
Quartz Partners
New York
$323K
PP
1147
PFS Partners
New Jersey
$321K
PA
1148
Prossimo Advisors
California
$321K
GS
1149
GTS Securities
New York
$320K
ESB
1150
Essex Savings Bank
Connecticut
$320K