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Marsh & McLennan

1,544 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, 543 increasing their positions, 597 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: 1,5931,544 (-49)

10% less capital invested

Capital invested by funds: $96.8B → $86.9B (-$9.91B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,544
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
FUBT
1376
First United Bank & Trust
Maryland
$43.5K
HDIM
1377
Hanson & Doremus Investment Management
Vermont
$43K
Loomis, Sayles & Company
1378
Loomis, Sayles & Company
Massachusetts
$42.1K
BSB
1379
Bangor Savings Bank
Maine
$41.5K
SHIM
1380
Stone House Investment Management
Pennsylvania
$40.2K
CYG
1381
Clean Yield Group
Vermont
$38.9K
BIA
1382
Bell Investment Advisors
California
$38.7K
AFG
1383
Albion Financial Group
Utah
$38.7K
FPF
1384
First Pacific Financial
Washington
$37.9K
CAL
1385
Capital Advisors Ltd
Ohio
$37K
RL
1386
Rogco LP
Oklahoma
$36.9K
FWM
1387
FSA Wealth Management
Massachusetts
$36.7K
FFA
1388
Frazier Financial Advisors
Ohio
$36.5K
CIR
1389
Clear Investment Research
Georgia
$35.1K
JWM
1390
JPL Wealth Management
Colorado
$34.9K
CAL
1391
Capital Analysts LLC
Pennsylvania
$34K
TCM
1392
TD Capital Management
Tennessee
$33.6K
CH
1393
Canton Hathaway
Rhode Island
$33K
JWA
1394
JFS Wealth Advisors
Pennsylvania
$32.9K
DWM
1395
Dogwood Wealth Management
Kansas
$32K
TCM
1396
TruNorth Capital Management
Michigan
$31.8K
FLP
1397
Financial Life Planners
Arizona
$31.7K
ADL
1398
Asset Dedication LLC
California
$31K
ITIM
1399
Indiana Trust & Investment Management
Indiana
$30.4K
DWA
1400
Delos Wealth Advisors
Texas
$29.8K