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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
AG
1451
AmeriFlex Group
Nevada
$38.5K
SC
1452
Solstein Capital
California
$38.3K
CAL
1453
Capital Analysts LLC
Pennsylvania
$38K
GC
1454
Garde Capital
Washington
$37.4K
TCM
1455
TD Capital Management
Tennessee
$36.4K
CH
1456
Canton Hathaway
Rhode Island
$36K
HDIM
1457
Hanson & Doremus Investment Management
Vermont
$36K
JWA
1458
JFS Wealth Advisors
Pennsylvania
$35K
ADL
1459
Asset Dedication LLC
California
$33.7K
ITIM
1460
Indiana Trust & Investment Management
Indiana
$33K
ACA
1461
Atlas Capital Advisors
Wyoming
$33K
DWA
1462
Delos Wealth Advisors
Texas
$32.4K
GSWM
1463
Golden State Wealth Management
California
$31.9K
CIR
1464
Clear Investment Research
Georgia
$30.6K
NL
1465
NVWM LLC
Pennsylvania
$30.4K
WIM
1466
Westside Investment Management
California
$30.3K
HT
1467
Headlands Technologies
Illinois
$29.3K
AIA
1468
Aventus Investment Advisors
Florida
$28.4K
PSB
1469
Piscataqua Savings Bank
New Hampshire
$28.2K
Q1WB
1470
Quest 10 Wealth Builders
Virginia
$26.9K
CTWM
1471
Cherry Tree Wealth Management
Minnesota
$26.7K
SS
1472
Sunbelt Securities
Texas
$25.1K
PWMG
1473
Private Wealth Management Group
New Jersey
$24.3K
KFI
1474
Key Financial Inc
Pennsylvania
$23.2K
HHMI
1475
Howard Hughes Medical Institute
Maryland
$23.2K