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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
TM
1151
TigerOak Management
New Mexico
$319K
MSE
1152
MUFG Securities EMEA
United Kingdom
$318K
Fayez Sarofim & Co
1153
Fayez Sarofim & Co
Texas
$317K
BI
1154
Bolthouse Investments
California
$314K
BONH
1155
Bank of New Hampshire
New Hampshire
$314K
SIM
1156
Synergy Investment Management
Florida
$312K
DI
1157
Diligent Investors
California
$312K
SLG
1158
Stanley-Laman Group
Pennsylvania
$311K
MLRA
1159
Main Line Retirement Advisors
Montana
$310K
SIA
1160
Soltis Investment Advisors
Utah
$310K
EHC
1161
Everett Harris & Co
California
$310K
ACC
1162
Acorn Creek Capital
Colorado
$310K
BCG
1163
Breakwater Capital Group
New Jersey
$309K
PWP
1164
Principle Wealth Partners
Connecticut
$309K
MCCP
1165
Mission Creek Capital Partners
California
$306K
CWP
1166
Capital Wealth Planning
Florida
$306K
FFP
1167
FourThought Financial Partners
Florida
$306K
IP
1168
Ignite Planners
California
$306K
KFC
1169
Klingenstein Fields & Co
New York
$305K
PCM
1170
Pointe Capital Management
Michigan
$304K
IAS
1171
Insigneo Advisory Services
Florida
$304K
CH
1172
Cromwell Holdings
Wyoming
$304K
FWP
1173
FAS Wealth Partners
Kansas
$303K
ONB
1174
Old National Bancorp
Indiana
$302K
CTC
1175
Central Trust Company
Missouri
$302K