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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
Koshinski Asset Management
1226
Koshinski Asset Management
Illinois
$226K
GA
1227
Goldstein Advisors
Wisconsin
$226K
NO
1228
Ninety One
South Africa
$226K
RDWM
1229
Red Door Wealth Management
Tennessee
$224K
CA
1230
Claro Advisors
Massachusetts
$224K
AAMC
1231
Asset Allocation & Management Company
Illinois
$224K
Group One Trading
1232
Group One Trading
Illinois
$223K
BWCS
1233
Beirne Wealth Consulting Services
Connecticut
$223K
ISWM
1234
Independent Solutions Wealth Management
New York
$223K
PAM
1235
Paradigm Asset Management
New York
$222K
CFM
1236
Catalyst Funds Management
Australia
$222K
WMA
1237
Wealth Management Associates
New Jersey
$218K
NGA
1238
Naples Global Advisors
Florida
$215K
CIM
1239
Cambria Investment Management
California
$215K
RA
1240
Riversedge Advisors
Delaware
$215K
SB
1241
Sunflower Bank
Texas
$214K
OWP
1242
Obermeyer Wealth Partners
Colorado
$213K
MWM
1243
Modern Wealth Management
Kansas
$213K
MSWM
1244
McGlone Suttner Wealth Management
Wisconsin
$213K
HB
1245
Horizon Bancorp
Indiana
$213K
AA
1246
Advisory Alpha
Michigan
$213K
FFA
1247
Founders Financial Alliance
North Carolina
$213K
AF
1248
Advisornet Financial
Minnesota
$212K
ICP
1249
Interchange Capital Partners
Pennsylvania
$212K
PWM
1250
Pines Wealth Management
North Carolina
$212K