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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
EWP
1376
Elevation Wealth Partners
California
$51.9K
CA
1377
CoreCap Advisors
Michigan
$51.4K
FFO
1378
Fortitude Family Office
Arizona
$51K
AA
1379
Addison Advisors
Vermont
$50.6K
TF
1380
Tompkins Financial
New York
$50.2K
WIM
1381
Westside Investment Management
California
$49.9K
GKIM
1382
GW&K Investment Management
Massachusetts
$48K
NRG
1383
Nemes Rush Group
Michigan
$47.3K
TFA
1384
Transamerica Financial Advisors
Florida
$46.5K
C
1385
Covestor
United Kingdom
$46K
FUBT
1386
First United Bank & Trust
Maryland
$43.5K
HDIM
1387
Hanson & Doremus Investment Management
Vermont
$43K
Loomis, Sayles & Company
1388
Loomis, Sayles & Company
Massachusetts
$42.1K
BSB
1389
Bangor Savings Bank
Maine
$41.5K
SHIM
1390
Stone House Investment Management
Pennsylvania
$40.2K
CYG
1391
Clean Yield Group
Vermont
$38.9K
BIA
1392
Bell Investment Advisors
California
$38.7K
AFG
1393
Albion Financial Group
Utah
$38.7K
FPF
1394
First Pacific Financial
Washington
$37.9K
CAL
1395
Capital Advisors Ltd
Ohio
$37K
RL
1396
Rogco LP
Oklahoma
$36.9K
FWM
1397
FSA Wealth Management
Massachusetts
$36.7K
FFA
1398
Frazier Financial Advisors
Ohio
$36.5K
CIR
1399
Clear Investment Research
Georgia
$35.1K
JWM
1400
JPL Wealth Management
Colorado
$34.9K