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Marsh & McLennan

1,554 hedge funds and large institutions have $86.9B invested in Marsh & McLennan in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 548 increasing their positions, 602 reducing their positions, and 156 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 funds holding

Funds holding:

2.89% less ownership

Funds ownership: 90.63%87.74% (-2.9%)

10% less capital invested

Capital invested by funds: $96.9B → $86.9B (-$9.97B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,554
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
SCM
1351
Silvant Capital Management
Georgia
$72.1K
DWA
1352
Dougherty Wealth Advisers
Minnesota
$67.3K
SIS
1353
Sound Income Strategies
Florida
$66.6K
GWM
1354
Geneos Wealth Management
Colorado
$66.1K
AT
1355
Arlington Trust
Alabama
$65.9K
QL
1356
Quarry LP
New York
$65.5K
HWA
1357
Heritage Wealth Advisors
Virginia
$65.3K
CSC
1358
Caldwell Sutter Capital
California
$63.9K
GEA
1359
Glen Eagle Advisors
New Jersey
$63.1K
PMFA
1360
Plante Moran Financial Advisors
Michigan
$62.9K
OP
1361
ORG Partners
Indiana
$62.7K
HWM
1362
HighMark Wealth Management
Minnesota
$62K
STB
1363
S&T Bank
Pennsylvania
$61.5K
SC
1364
SouthState Corp
Florida
$60.7K
CCC
1365
Chelsea Counsel Company
California
$60.5K
GPI
1366
General Partner Inc
Pennsylvania
$60.1K
WB
1367
Webster Bank
Connecticut
$59.9K
DF
1368
Dunhill Financial
United Kingdom
$58.3K
TCA
1369
Trifecta Capital Advisors
Illinois
$58.2K
RA
1370
Rise Advisors
New York
$58K
PCTC
1371
Perkins Coie Trust Company
Washington
$57.6K
M
1372
MOTCO
Texas
$57.2K
PWA
1373
Physician Wealth Advisors
Utah
$55.4K
CPG
1374
Cornerstone Planning Group
New Jersey
$54.2K
SVWA
1375
Sarver Vrooman Wealth Advisors
Missouri
$54.2K