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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
CSC
1351
Caldwell Sutter Capital
California
$63.9K
GEA
1352
Glen Eagle Advisors
New Jersey
$63.1K
PMFA
1353
Plante Moran Financial Advisors
Michigan
$62.9K
OP
1354
ORG Partners
Indiana
$62.7K
HWM
1355
HighMark Wealth Management
Minnesota
$62K
STB
1356
S&T Bank
Pennsylvania
$61.5K
SC
1357
SouthState Corp
Florida
$60.7K
CCC
1358
Chelsea Counsel Company
California
$60.5K
GPI
1359
General Partner Inc
Pennsylvania
$60.1K
WB
1360
Webster Bank
Connecticut
$59.9K
DF
1361
Dunhill Financial
United Kingdom
$58.3K
TCA
1362
Trifecta Capital Advisors
Illinois
$58.2K
RA
1363
Rise Advisors
New York
$58K
PCTC
1364
Perkins Coie Trust Company
Washington
$57.6K
M
1365
MOTCO
Texas
$57.2K
PWA
1366
Physician Wealth Advisors
Utah
$55.4K
CPG
1367
Cornerstone Planning Group
New Jersey
$54.2K
SVWA
1368
Sarver Vrooman Wealth Advisors
Missouri
$54.2K
EWP
1369
Elevation Wealth Partners
California
$51.9K
CA
1370
CoreCap Advisors
Michigan
$51.4K
TCM
1371
Triumph Capital Management
Colorado
$51.2K
FFO
1372
Fortitude Family Office
Arizona
$51K
AA
1373
Addison Advisors
Vermont
$50.6K
TF
1374
Tompkins Financial
New York
$50.2K
WIM
1375
Westside Investment Management
California
$49.9K