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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
AT
1401
Arlington Trust
Alabama
$72.6K
SSG
1402
Summit Securities Group
New York
$72.6K
PSFG
1403
Park Square Financial Group
Georgia
$72.2K
WB
1404
Webster Bank
Connecticut
$71.7K
MAM
1405
Meeder Asset Management
Ohio
$71.5K
TPWA
1406
Twin Peaks Wealth Advisors
California
$67.5K
HWM
1407
HighMark Wealth Management
Minnesota
$67.2K
STB
1408
S&T Bank
Pennsylvania
$66.7K
CA
1409
CoreCap Advisors
Michigan
$65.8K
CCC
1410
Chelsea Counsel Company
California
$65.6K
TIM
1411
Tortoise Investment Management
New York
$65.6K
CSC
1412
Caldwell Sutter Capital
California
$65.6K
GPI
1413
General Partner Inc
Pennsylvania
$65.2K
CIAM
1414
Caitong International Asset Management
Hong Kong
$65.2K
DF
1415
Dunhill Financial
United Kingdom
$63.7K
TCA
1416
Trifecta Capital Advisors
Illinois
$63.2K
PCTC
1417
Perkins Coie Trust Company
Washington
$62.5K
GEA
1418
Glen Eagle Advisors
New Jersey
$62.1K
RA
1419
Rise Advisors
New York
$61.4K
IHWM
1420
Iron Horse Wealth Management
Iowa
$61K
GKIM
1421
GW&K Investment Management
Massachusetts
$61K
PWA
1422
Physician Wealth Advisors
Utah
$59.7K
CPG
1423
Cornerstone Planning Group
New Jersey
$59.1K
SVWA
1424
Sarver Vrooman Wealth Advisors
Missouri
$58.8K
VEA
1425
Virtus ETF Advisers
New York
$58.2K