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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
GSWM
1401
Golden State Wealth Management
California
$29.5K
KFPC
1402
KERR FINANCIAL PLANNING Corp
California
$27.4K
SC
1403
Solstein Capital
California
$27.2K
NL
1404
NVWM LLC
Pennsylvania
$26.6K
AIA
1405
Aventus Investment Advisors
Florida
$26.2K
PSB
1406
Piscataqua Savings Bank
New Hampshire
$26K
LI
1407
LRI Investments
Florida
$25.2K
CTWM
1408
Cherry Tree Wealth Management
Minnesota
$24.6K
PB
1409
Pinnacle Bancorp
Nebraska
$24.6K
MAM
1410
Meeder Asset Management
Ohio
$22.8K
TIM
1411
Tortoise Investment Management
New York
$22.6K
KFI
1412
Key Financial Inc
Pennsylvania
$22.3K
PWMG
1413
Private Wealth Management Group
New Jersey
$22K
HHMI
1414
Howard Hughes Medical Institute
Maryland
$21.4K
ACM
1415
Accent Capital Management
Ohio
$21K
CWIG
1416
Chung Wu Investment Group
Texas
$20.6K
CG
1417
Curat Global
New Hampshire
$20.2K
CTA
1418
Colonial Trust Advisors
South Carolina
$20.2K
W
1419
WealthCollab
Washington
$19.1K
WA
1420
Westfuller Advisors
New York
$18.9K
PAM
1421
Palisade Asset Management
Minnesota
$18.3K
HNW
1422
High Note Wealth
Minnesota
$18.3K
DIP
1423
DT Investment Partners
Pennsylvania
$18.1K
BOJHT
1424
Bank of Jackson Hole Trust
Wyoming
$18.1K
UCB
1425
United Community Bank
South Carolina
$18.1K