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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
FLP
1401
Financial Life Planners
Arizona
$31.7K
ADL
1402
Asset Dedication LLC
California
$31K
ITIM
1403
Indiana Trust & Investment Management
Indiana
$30.4K
DWA
1404
Delos Wealth Advisors
Texas
$29.8K
GSWM
1405
Golden State Wealth Management
California
$29.5K
KFPC
1406
KERR FINANCIAL PLANNING Corp
California
$27.4K
SC
1407
Solstein Capital
California
$27.2K
NL
1408
NVWM LLC
Pennsylvania
$26.6K
AIA
1409
Aventus Investment Advisors
Florida
$26.2K
PSB
1410
Piscataqua Savings Bank
New Hampshire
$26K
LI
1411
LRI Investments
Florida
$25.2K
CTWM
1412
Cherry Tree Wealth Management
Minnesota
$24.6K
PB
1413
Pinnacle Bancorp
Nebraska
$24.6K
MAM
1414
Meeder Asset Management
Ohio
$22.8K
TIM
1415
Tortoise Investment Management
New York
$22.6K
KFI
1416
Key Financial Inc
Pennsylvania
$22.3K
PWMG
1417
Private Wealth Management Group
New Jersey
$22K
HHMI
1418
Howard Hughes Medical Institute
Maryland
$21.4K
ACM
1419
Accent Capital Management
Ohio
$21K
CWIG
1420
Chung Wu Investment Group
Texas
$20.6K
CTA
1421
Colonial Trust Advisors
South Carolina
$20.2K
CG
1422
Curat Global
New Hampshire
$20.2K
W
1423
WealthCollab
Washington
$19.1K
WA
1424
Westfuller Advisors
New York
$18.9K
PAM
1425
Palisade Asset Management
Minnesota
$18.3K