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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
PMFA
1426
Plante Moran Financial Advisors
Michigan
$56.4K
LI
1427
LRI Investments
Florida
$55.5K
FFO
1428
Fortitude Family Office
Arizona
$55.3K
SO
1429
Sierra Ocean
California
$54.2K
NC
1430
NewSquare Capital
Pennsylvania
$52.5K
C
1431
Covestor
United Kingdom
$52K
EWP
1432
Elevation Wealth Partners
California
$51.9K
RWM
1433
RMG Wealth Management
Wisconsin
$51.2K
NRG
1434
Nemes Rush Group
Michigan
$51.1K
CAL
1435
Capital Advisors Ltd
Ohio
$51K
FUBT
1436
First United Bank & Trust
Maryland
$47.2K
SHIM
1437
Stone House Investment Management
Pennsylvania
$45K
BSB
1438
Bangor Savings Bank
Maine
$45K
Loomis, Sayles & Company
1439
Loomis, Sayles & Company
Massachusetts
$44.8K
BIA
1440
Bell Investment Advisors
California
$42.9K
RI
1441
Ridgewood Investments
New Jersey
$42.2K
CYG
1442
Clean Yield Group
Vermont
$42.2K
IFS
1443
Intelligent Financial Strategies
Minnesota
$41.3K
FPF
1444
First Pacific Financial
Washington
$40.9K
SL
1445
Salomon & Ludwin
Virginia
$40.4K
RL
1446
Rogco LP
Oklahoma
$40K
FWM
1447
FSA Wealth Management
Massachusetts
$39.8K
FFA
1448
Frazier Financial Advisors
Ohio
$39.7K
AFG
1449
Albion Financial Group
Utah
$39.4K
AIM
1450
Access Investment Management
Georgia
$39.1K