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Marsh & McLennan

1,554 hedge funds and large institutions have $86.9B invested in Marsh & McLennan in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 548 increasing their positions, 602 reducing their positions, and 156 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 funds holding

Funds holding:

2.89% less ownership

Funds ownership: 90.63%87.74% (-2.9%)

10% less capital invested

Capital invested by funds: $96.9B → $86.9B (-$9.97B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,554
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
LSA
1176
Lion Street Advisors
Texas
$264K
PA
1177
PharVision Advisers
Florida
$263K
SGWM
1178
Sterling Group Wealth Management
California
$262K
VC
1179
Vestor Capital
Illinois
$258K
SWP
1180
Strategic Wealth Partners
Ohio
$258K
NPA
1181
Nichols & Pratt Advisers
Massachusetts
$257K
VCP
1182
Verus Capital Partners
Arizona
$257K
TCOV
1183
Trust Company of Vermont
Vermont
$257K
PL
1184
Parthenon LLC
Kentucky
$256K
KWA
1185
Kingswood Wealth Advisors
California
$256K
SWA
1186
Stratos Wealth Advisors
Ohio
$255K
VC
1187
Veracity Capital
Georgia
$255K
NEPPG
1188
New England Professional Planning Group
Rhode Island
$254K
CWM
1189
Cahaba Wealth Management
Georgia
$254K
CWG
1190
Cornerstone Wealth Group
North Carolina
$254K
YIA
1191
YHB Investment Advisors
Connecticut
$253K
TFCP
1192
Twin Focus Capital Partners
Massachusetts
$253K
KC
1193
Kinloch Capital
Virginia
$252K
AWA
1194
Amplius Wealth Advisors
Pennsylvania
$252K
CPA
1195
Court Place Advisors
Maryland
$252K
BBA
1196
Braun-Bostich & Associates
Pennsylvania
$248K
BI
1197
Ballast Inc
Kentucky
$248K
FHA
1198
Flagship Harbor Advisors
Massachusetts
$247K
BWM
1199
Baron Wealth Management
Michigan
$247K
RCA
1200
Resonant Capital Advisors
Wisconsin
$245K