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
VC
1276
Vestor Capital
Illinois
$230K
OWM
1277
OneAscent Wealth Management
Alabama
$229K
SC
1278
Sapient Capital
Indiana
$229K
EI
1279
eCIO Inc
Wisconsin
$228K
HCM
1280
HMS Capital Management
Tennessee
$228K
MCM
1281
MV Capital Management
Maryland
$227K
RC
1282
Roundview Capital
New Jersey
$227K
BCG
1283
BayBridge Capital Group
California
$226K
MPPW
1284
Mitchell & Pahl Private Wealth
Oklahoma
$225K
NS
1285
NBC Securities
Alabama
$225K
LAM
1286
Longboard Asset Management
Arizona
$225K
MIC
1287
Means Investment Company
Maine
$223K
HWA
1288
HHM Wealth Advisors
Tennessee
$223K
DWM
1289
Destination Wealth Management
California
$221K
MAG
1290
Members Advisory Group
New York
$221K
DCM
1291
Dudley Capital Management
Virginia
$221K
MA
1292
MONECO Advisors
Connecticut
$221K
CCMG
1293
Clark Capital Management Group
Pennsylvania
$220K
PFM
1294
Patton Fund Management
Texas
$220K
MFIM
1295
Mesirow Financial Investment Management
Illinois
$219K
AWA
1296
Arete Wealth Advisors
Illinois
$219K
CCG
1297
Cypress Capital Group
Florida
$219K
OCM
1298
One Capital Management
California
$218K
MAM
1299
McLean Asset Management
Virginia
$218K
TWM
1300
Topsail Wealth Management
North Carolina
$218K