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Marsh & McLennan

1,544 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, 543 increasing their positions, 597 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: 1,5931,544 (-49)

10% less capital invested

Capital invested by funds: $96.8B → $86.9B (-$9.91B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,544
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
FAFN
1251
First Affirmative Financial Network
Colorado
$207K
SC
1252
Sapient Capital
Indiana
$206K
VA
1253
Valmark Advisers
Ohio
$205K
SMA
1254
Seven Mile Advisory
New Jersey
$205K
FWP
1255
Fiduciary Wealth Partners
Massachusetts
$205K
MW
1256
Members Wealth
Pennsylvania
$204K
ABC
1257
Associated Banc-Corp
Wisconsin
$204K
MAG
1258
Members Advisory Group
New York
$204K
DCM
1259
Dudley Capital Management
Virginia
$204K
GSEP
1260
Golden State Equity Partners
California
$204K
BWS
1261
Buck Wealth Strategies
Colorado
$204K
SFC
1262
SYM Financial Corp
Indiana
$203K
BOM
1263
Bank of Marin
California
$203K
RWRC
1264
R.W. Roge & Company
New York
$203K
TCM
1265
Traub Capital Management
Massachusetts
$203K
MPPW
1266
Mitchell & Pahl Private Wealth
Oklahoma
$203K
AFT
1267
Alpha Family Trust
California
$203K
PFM
1268
Patton Fund Management
Texas
$202K
PWG
1269
Portside Wealth Group
Utah
$202K
HWA
1270
HHM Wealth Advisors
Tennessee
$202K
CCG
1271
Cypress Capital Group
Florida
$202K
FHC
1272
First Heartland Consultants
Missouri
$202K
CC
1273
Carlson Capital
Texas
$202K
UW
1274
Unique Wealth
Florida
$201K
NS
1275
NBC Securities
Alabama
$201K