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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
PFP
1251
Pinnacle Financial Partners
Tennessee
$211K
SIM
1252
Stratos Investment Management
Ohio
$209K
OIAM
1253
OFI Invest Asset Management
France
$209K
BCG
1254
BayBridge Capital Group
California
$208K
FAFN
1255
First Affirmative Financial Network
Colorado
$207K
SC
1256
Sapient Capital
Indiana
$206K
VA
1257
Valmark Advisers
Ohio
$205K
SMA
1258
Seven Mile Advisory
New Jersey
$205K
FWP
1259
Fiduciary Wealth Partners
Massachusetts
$205K
MW
1260
Members Wealth
Pennsylvania
$204K
ABC
1261
Associated Banc-Corp
Wisconsin
$204K
DCM
1262
Dudley Capital Management
Virginia
$204K
MAG
1263
Members Advisory Group
New York
$204K
GSEP
1264
Golden State Equity Partners
California
$204K
BWS
1265
Buck Wealth Strategies
Colorado
$204K
SFC
1266
SYM Financial Corp
Indiana
$203K
BOM
1267
Bank of Marin
California
$203K
RWRC
1268
R.W. Roge & Company
New York
$203K
TCM
1269
Traub Capital Management
Massachusetts
$203K
MPPW
1270
Mitchell & Pahl Private Wealth
Oklahoma
$203K
AFT
1271
Alpha Family Trust
California
$203K
PFM
1272
Patton Fund Management
Texas
$202K
PWG
1273
Portside Wealth Group
Utah
$202K
HWA
1274
HHM Wealth Advisors
Tennessee
$202K
CCG
1275
Cypress Capital Group
Florida
$202K