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Marsh & McLennan

1,548 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, 546 increasing their positions, 598 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: 1,5941,548 (-46)

10% less capital invested

Capital invested by funds: $96.8B → $86.9B (-$9.9B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,548
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
PFA
1201
Pathway Financial Advisors
Vermont
$242K
GFL
1202
Granite FO LLC
New Hampshire
$242K
BW
1203
BIP Wealth
Georgia
$242K
PSP
1204
Principal Street Partners
Tennessee
$240K
GVAG
1205
Great Valley Advisor Group
Delaware
$239K
TSS
1206
Two Sigma Securities
New York
$239K
WCA
1207
Westover Capital Advisors
Delaware
$239K
NCM
1208
Northside Capital Management
Oregon
$239K
GBT
1209
Grove Bank & Trust
Florida
$239K
AP
1210
Advisors Preferred
Maryland
$238K
PPWM
1211
Paragon Private Wealth Management
Kentucky
$238K
TWP
1212
Tyche Wealth Partners
Texas
$237K
AWE
1213
Avidian Wealth Enterprises
Texas
$237K
BFWA
1214
Benchmark Financial Wealth Advisors
Florida
$236K
ASG
1215
Ariston Services Group
California
$235K
WDC
1216
Woodward Diversified Capital
California
$235K
FOA
1217
Five Oceans Advisors
California
$234K
TC
1218
TownSquare Capital
Utah
$233K
TNB
1219
Thomasville National Bank
Georgia
$232K
MWM
1220
Maridea Wealth Management
New York
$232K
AWA
1221
Arete Wealth Advisors
Illinois
$230K
AAM
1222
Aureus Asset Management
Massachusetts
$230K
AW
1223
Alteri Wealth
California
$230K
SW
1224
Schulz Wealth
Texas
$229K
RMC
1225
Resources Management Corp
Connecticut
$227K