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
KFS
1326
Kelly Financial Services
Massachusetts
$204K
FHC
1327
First Heartland Consultants
Missouri
$204K
PWM
1328
Palumbo Wealth Management
New York
$204K
PIA
1329
Pinion Investment Advisors
Kansas
$203K
BHBT
1330
Burke & Herbert Bank & Trust
Virginia
$203K
OCM
1331
Osterweis Capital Management
California
$203K
HBS
1332
Howard Bailey Securities
Indiana
$201K
OPWM
1333
Oxinas Partners Wealth Management
Indiana
$200K
FHA
1334
First Horizon Advisors
Tennessee
$197K
ANBT
1335
American National Bank & Trust
Texas
$194K
NFSG
1336
Newbridge Financial Services Group
Florida
$191K
AF
1337
Advisornet Financial
Minnesota
$186K
CCM
1338
Chilton Capital Management
Texas
$178K
PPA
1339
Painted Porch Advisors
California
$178K
CM
1340
Capula Management
Cayman Islands
$176K
CT
1341
Clearstead Trust
Maine
$174K
HWM
1342
Hemington Wealth Management
Virginia
$165K
AAS
1343
Ameritas Advisory Services
Nebraska
$162K
IBOK
1344
Independence Bank of Kentucky
Kentucky
$160K
LC
1345
Lavaca Capital
Texas
$153K
Cohen & Steers
1346
Cohen & Steers
New York
$153K
OWA
1347
Opal Wealth Advisors
New York
$152K
HB
1348
Horizon Bancorp
Indiana
$151K
BGAI
1349
Bruce G. Allen Investments
Colorado
$142K
NWM
1350
Nova Wealth Management
Florida
$141K