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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
AWA
1226
Arete Wealth Advisors
Illinois
$230K
AAM
1227
Aureus Asset Management
Massachusetts
$230K
AW
1228
Alteri Wealth
California
$230K
SW
1229
Schulz Wealth
Texas
$229K
RMC
1230
Resources Management Corp
Connecticut
$227K
Koshinski Asset Management
1231
Koshinski Asset Management
Illinois
$226K
GA
1232
Goldstein Advisors
Wisconsin
$226K
NO
1233
Ninety One
South Africa
$226K
RDWM
1234
Red Door Wealth Management
Tennessee
$224K
CA
1235
Claro Advisors
Massachusetts
$224K
AAMC
1236
Asset Allocation & Management Company
Illinois
$224K
Group One Trading
1237
Group One Trading
Illinois
$223K
BWCS
1238
Beirne Wealth Consulting Services
Connecticut
$223K
ISWM
1239
Independent Solutions Wealth Management
New York
$223K
PAM
1240
Paradigm Asset Management
New York
$222K
CFM
1241
Catalyst Funds Management
Australia
$222K
WMA
1242
Wealth Management Associates
New Jersey
$218K
NGA
1243
Naples Global Advisors
Florida
$215K
CIM
1244
Cambria Investment Management
California
$215K
RA
1245
Riversedge Advisors
Delaware
$215K
SB
1246
Sunflower Bank
Texas
$214K
OWP
1247
Obermeyer Wealth Partners
Colorado
$213K
MWM
1248
Modern Wealth Management
Kansas
$213K
MSWM
1249
McGlone Suttner Wealth Management
Wisconsin
$213K
HB
1250
Horizon Bancorp
Indiana
$213K