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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
HIA
1376
Harbor Investment Advisory
Maryland
$99.5K
CCA
1377
Catalyst Capital Advisors
New York
$99K
HC
1378
Hara Capital
Washington
$99K
ICM
1379
Islay Capital Management
Texas
$98.4K
SC
1380
SouthState Corp
Florida
$96.6K
MDA
1381
Minot DeBlois Advisors
Massachusetts
$92.9K
RFG
1382
REAP Financial Group
Texas
$92.3K
EPIMS
1383
Evelyn Partners Investment Management Services
$91.8K
OIAM
1384
OFI Invest Asset Management
France
$91.3K
KA
1385
Kozak & Associates
Colorado
$90.5K
DFA
1386
DHJJ Financial Advisors
Illinois
$89.6K
NECFA
1387
New England Capital Financial Advisors
Connecticut
$89.1K
MAM
1388
Morse Asset Management
Connecticut
$88.5K
RTC
1389
Riverview Trust Company
Washington
$87.5K
RCM
1390
Raleigh Capital Management
North Carolina
$84.2K
DI
1391
DAGCO Inc
Ohio
$83.5K
AA
1392
Addison Advisors
Vermont
$83.3K
SCA
1393
Stuart Chaussee & Associates
California
$81.8K
CWM
1394
Centricity Wealth Management
Ohio
$81.3K
M
1395
MOTCO
Texas
$79.3K
SCM
1396
Silvant Capital Management
Georgia
$78.3K
SIS
1397
Sound Income Strategies
Florida
$77.8K
KIM
1398
Kestra Investment Management
Texas
$75.7K
HWA
1399
Heritage Wealth Advisors
Virginia
$73.7K
DWA
1400
Dougherty Wealth Advisers
Minnesota
$73K