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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
OL
1201
OneFund LLC
Florida
$282K
GKWIM
1202
Gerber Kawasaki Wealth & Investment Management
California
$282K
CWG
1203
Cornerstone Wealth Group
North Carolina
$282K
NPA
1204
Nichols & Pratt Advisers
Massachusetts
$279K
MWM
1205
Modern Wealth Management
Kansas
$279K
TCOV
1206
Trust Company of Vermont
Vermont
$278K
FAFN
1207
First Affirmative Financial Network
Colorado
$278K
PL
1208
Parthenon LLC
Kentucky
$277K
FOA
1209
Five Oceans Advisors
California
$277K
UW
1210
Unique Wealth
Florida
$276K
FA
1211
Fiduciary Alliance
South Carolina
$276K
NEPPG
1212
New England Professional Planning Group
Rhode Island
$276K
BW
1213
Blalock Williams
Alabama
$275K
VIA
1214
Victrix Investment Advisors
Florida
$275K
YIA
1215
YHB Investment Advisors
Connecticut
$275K
TFCP
1216
Twin Focus Capital Partners
Massachusetts
$274K
GVAG
1217
Great Valley Advisor Group
Delaware
$273K
EFM
1218
E Fund Management
China
$273K
CPA
1219
Court Place Advisors
Maryland
$273K
VCM
1220
Versant Capital Management
Arizona
$272K
OFS
1221
OneAscent Financial Services
Alabama
$271K
HWP
1222
Hibernia Wealth Partners
Louisiana
$270K
RSWM
1223
Robertson Stephens Wealth Management
California
$270K
SMG
1224
Smart Money Group
Texas
$269K
BI
1225
Ballast Inc
Kentucky
$269K