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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
RWRC
1301
R.W. Roge & Company
New York
$218K
IAS
1302
Investment Advisory Services
Texas
$217K
USCWA
1303
U.S. Capital Wealth Advisors
Texas
$217K
DE
1304
Diversified Enterprises
Delaware
$216K
PP
1305
Patron Partners
Texas
$216K
CT
1306
Chicago Trust
Illinois
$216K
NA
1307
Nordwand Advisors
Pennsylvania
$216K
KA
1308
Klingman & Associates
New York
$215K
MCWA
1309
Meadow Creek Wealth Advisors
Georgia
$213K
MM
1310
MQS Management
New York
$213K
MSFS
1311
Main Street Financial Solutions
Pennsylvania
$213K
AP
1312
Appleton Partners
Massachusetts
$213K
PL
1313
Plancorp LLC
Missouri
$212K
NG
1314
Norden Group
Utah
$212K
VF
1315
Vest Financial
Virginia
$212K
FP
1316
Fiduciary Planning
Florida
$211K
HTC
1317
Haverford Trust Company
Pennsylvania
$210K
BOM
1318
Bank of Marin
California
$209K
BWL
1319
Bogart Wealth LLC
Virginia
$209K
APW
1320
Austin Private Wealth
Texas
$208K
BONST
1321
Bank of Nova Scotia Trust
Ontario, Canada
$207K
OFO
1322
OneAscent Family Office
Alabama
$207K
UAG
1323
United Advisor Group
Ohio
$207K
HIG
1324
Heritage Investment Group
Florida
$206K
AIA
1325
Alternative Investment Advisors
Florida
$204K