MMC icon

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
CAL
1401
Capital Analysts LLC
Pennsylvania
$34K
TCM
1402
TD Capital Management
Tennessee
$33.6K
CH
1403
Canton Hathaway
Rhode Island
$33K
JWA
1404
JFS Wealth Advisors
Pennsylvania
$32.9K
DWM
1405
Dogwood Wealth Management
Kansas
$32K
TCM
1406
TruNorth Capital Management
Michigan
$31.8K
FLP
1407
Financial Life Planners
Arizona
$31.7K
ADL
1408
Asset Dedication LLC
California
$31K
ITIM
1409
Indiana Trust & Investment Management
Indiana
$30.4K
DWA
1410
Delos Wealth Advisors
Texas
$29.8K
GSWM
1411
Golden State Wealth Management
California
$29.5K
KFP
1412
Kerr Financial Planning
California
$27.4K
SC
1413
Solstein Capital
California
$27.2K
NL
1414
NVWM LLC
Pennsylvania
$26.6K
AIA
1415
Aventus Investment Advisors
Florida
$26.2K
PSB
1416
Piscataqua Savings Bank
New Hampshire
$26K
LI
1417
LRI Investments
Florida
$25.2K
CTWM
1418
Cherry Tree Wealth Management
Minnesota
$24.6K
PB
1419
Pinnacle Bancorp
Nebraska
$24.6K
MAM
1420
Meeder Asset Management
Ohio
$22.8K
TIM
1421
Tortoise Investment Management
New York
$22.6K
KFI
1422
Key Financial Inc
Pennsylvania
$22.3K
PWMG
1423
Private Wealth Management Group
New Jersey
$22K
HHMI
1424
Howard Hughes Medical Institute
Maryland
$21.4K
ACM
1425
Accent Capital Management
Ohio
$21K