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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
AWM
1451
Abound Wealth Management
Tennessee
$14K
NWM
1452
Navigoe Wealth Management
California
$14K
FMB
1453
Field & Main Bank
Kentucky
$13.1K
CWM
1454
Copia Wealth Management
Oregon
$12.5K
PCM
1455
Perritt Capital Management
Illinois
$12.3K
WBC
1456
West Branch Capital
Massachusetts
$12.3K
PK
1457
Pflug Koory
Nebraska
$12.3K
WWA
1458
Wealth Watch Advisors
Colorado
$12.1K
SIC
1459
Salem Investment Counselors
North Carolina
$11.3K
EWM
1460
Evermay Wealth Management
Virginia
$11.1K
IWM
1461
IMG Wealth Management
Florida
$11.1K
CAM
1462
Creekmur Asset Management
Illinois
$10.9K
BDPWM
1463
Barnes Dennig Private Wealth Management
Ohio
$10.9K
MAM
1464
Marquette Asset Management
Minnesota
$10.7K
BI
1465
Binnacle Investments
Iowa
$9.67K
Q1WB
1466
Quest 10 Wealth Builders
Virginia
$9.47K
CFD
1467
Creative Financial Designs
Indiana
$9.27K
IRC
1468
Investors Research Corp
Georgia
$9.07K
RDFA
1469
Ritter Daniher Financial Advisory
Ohio
$9.07K
EPAM
1470
Evelyn Partners Asset Management
$9.07K
CI
1471
Clal Insurance
Israel
$9K
CCM
1472
Cloud Capital Management
Washington
$9K
GFWA
1473
Grey Fox Wealth Advisors
Delaware
$8.68K
RTL
1474
Red Tortoise LLC
Georgia
$8.67K
AP
1475
Atwood & Palmer
Missouri
$8.46K