MMC icon

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
BFWA
1226
Benchmark Financial Wealth Advisors
Florida
$267K
NAAA
1227
New Age Alpha Advisors
New York
$266K
SIM
1228
Stratos Investment Management
Ohio
$265K
OIS
1229
OneAscent Investment Solutions
Alabama
$265K
NED
1230
Nancy E. Dempze
$265K
DWAM
1231
Duncan Williams Asset Management
Tennessee
$263K
MF
1232
Magnetar Financial
Illinois
$263K
PFA
1233
Pathway Financial Advisors
Vermont
$262K
GFL
1234
Granite FO LLC
New Hampshire
$262K
SB
1235
Sunflower Bank
Texas
$262K
BBA
1236
Braun-Bostich & Associates
Pennsylvania
$261K
AWE
1237
Avidian Wealth Enterprises
Texas
$261K
TWP
1238
Tyche Wealth Partners
Texas
$260K
CFO
1239
CVA Family Office
Colorado
$260K
BB
1240
Busey Bank
Illinois
$259K
GBT
1241
Grove Bank & Trust
Florida
$259K
NCM
1242
Northside Capital Management
Oregon
$259K
MPM
1243
MBB Public Markets
Illinois
$257K
WB
1244
WesBanco Bank
West Virginia
$257K
MWM
1245
Meridian Wealth Management
Kentucky
$256K
SCP
1246
Sivia Capital Partners
California
$256K
ASG
1247
Ariston Services Group
California
$255K
AW
1248
Alteri Wealth
California
$255K
CCFM
1249
Clear Creek Financial Management
Washington
$255K
FHA
1250
Flagship Harbor Advisors
Massachusetts
$254K