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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
RCP
1176
Rothschild Capital Partners
New York
$302K
RA
1177
RFG Advisory
Alabama
$301K
MPI
1178
Mairs & Power Inc
Minnesota
$300K
SG
1179
StoneX Group
New York
$299K
OWP
1180
ORG Wealth Partners
Texas
$298K
SEIA
1181
Signature Estate & Investment Advisors
California
$297K
LAS
1182
Legacy Advisory Services
Pennsylvania
$296K
RHJA
1183
Rice Hall James & Associates
California
$295K
RT
1184
Rockland Trust
Massachusetts
$293K
HWA
1185
HCR Wealth Advisors
California
$293K
FMII
1186
Farmers & Merchants Investments Inc
Nebraska
$293K
MEG
1187
Millstone Evans Group
Colorado
$290K
HCM
1188
Hollencrest Capital Management
California
$289K
DW30
1189
Drucker Wealth 3.0
New Jersey
$289K
TWM
1190
Trueblood Wealth Management
Ohio
$287K
RPC
1191
Rossmore Private Capital
Connecticut
$287K
VA
1192
VestGen Advisors
Illinois
$287K
GPW
1193
Genesis Private Wealth
Virginia
$287K
VCP
1194
Verus Capital Partners
Arizona
$286K
SGWM
1195
Sterling Group Wealth Management
California
$285K
PWG
1196
Portside Wealth Group
Utah
$284K
WCM
1197
WealthBridge Capital Management
Ohio
$284K
CCI
1198
Credit Capital Investments
New Jersey
$284K
QL
1199
Quarry LP
New York
$284K
JSSH
1200
J. Safra Sarasin Holding
$283K