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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
KWA
1176
Kingswood Wealth Advisors
California
$256K
SWA
1177
Stratos Wealth Advisors
Ohio
$255K
VC
1178
Veracity Capital
Georgia
$255K
NEPPG
1179
New England Professional Planning Group
Rhode Island
$254K
CWM
1180
Cahaba Wealth Management
Georgia
$254K
CWG
1181
Cornerstone Wealth Group
North Carolina
$254K
YIA
1182
YHB Investment Advisors
Connecticut
$253K
TFCP
1183
Twin Focus Capital Partners
Massachusetts
$253K
KC
1184
Kinloch Capital
Virginia
$252K
AWA
1185
Amplius Wealth Advisors
Pennsylvania
$252K
CPA
1186
Court Place Advisors
Maryland
$252K
BBA
1187
Braun-Bostich & Associates
Pennsylvania
$248K
BI
1188
Ballast Inc
Kentucky
$248K
FHA
1189
Flagship Harbor Advisors
Massachusetts
$247K
BWM
1190
Baron Wealth Management
Michigan
$247K
RCA
1191
Resonant Capital Advisors
Wisconsin
$245K
NAAA
1192
New Age Alpha Advisors
New York
$245K
NED
1193
Nancy E. Dempze
$244K
UAG
1194
United Advisor Group
Ohio
$243K
BB
1195
Busey Bank
Illinois
$243K
DWAM
1196
Duncan Williams Asset Management
Tennessee
$242K
PFA
1197
Pathway Financial Advisors
Vermont
$242K
GFL
1198
Granite FO LLC
New Hampshire
$242K
BW
1199
BIP Wealth
Georgia
$242K
PSP
1200
Principal Street Partners
Tennessee
$240K