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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
IWM
1451
IMG Wealth Management
Florida
$11.1K
CAM
1452
Creekmur Asset Management
Illinois
$10.9K
BDPWM
1453
Barnes Dennig Private Wealth Management
Ohio
$10.9K
MAM
1454
Marquette Asset Management
Minnesota
$10.7K
BI
1455
Binnacle Investments
Iowa
$9.67K
Q1WB
1456
Quest 10 Wealth Builders
Virginia
$9.47K
CFD
1457
Creative Financial Designs
Indiana
$9.27K
IRC
1458
Investors Research Corp
Georgia
$9.07K
RDFA
1459
Ritter Daniher Financial Advisory
Ohio
$9.07K
EPAM
1460
Evelyn Partners Asset Management
$9.07K
CI
1461
Clal Insurance
Israel
$9K
CCM
1462
Cloud Capital Management
Washington
$9K
GFWA
1463
Grey Fox Wealth Advisors
Delaware
$8.68K
RTL
1464
Red Tortoise LLC
Georgia
$8.67K
AP
1465
Atwood & Palmer
Missouri
$8.46K
BFS
1466
Bare Financial Services
Pennsylvania
$8.46K
CT
1467
Coastline Trust
Rhode Island
$8.46K
HWP
1468
Highline Wealth Partners
California
$8.28K
OA
1469
Operose Advisors
Wisconsin
$8.26K
WCM
1470
Westend Capital Management
California
$8.06K
BL
1471
BFSG LLC
California
$7.86K
CBT
1472
Crews Bank & Trust
Florida
$7.86K
ABWM
1473
Alpine Bank Wealth Management
Colorado
$7.66K
CMA
1474
Cedar Mountain Advisors
Oregon
$7.66K
HFS
1475
Hughes Financial Services
Virginia
$7.48K