MMC icon

Marsh & McLennan

1,548 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, 546 increasing their positions, 598 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: 1,5941,548 (-46)

10% less capital invested

Capital invested by funds: $96.8B → $86.9B (-$9.9B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,548
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
CBT
1476
Crews Bank & Trust
Florida
$7.86K
ABWM
1477
Alpine Bank Wealth Management
Colorado
$7.66K
CMA
1478
Cedar Mountain Advisors
Oregon
$7.66K
HFS
1479
Hughes Financial Services
Virginia
$7.48K
TFM
1480
TFC Financial Management
Massachusetts
$7.26K
VWA
1481
Valued Wealth Advisors
Utah
$7.08K
TFGT
1482
TS Financial Group (TSFG)
Illinois
$7K
ANBT
1483
American National Bank & Trust
Texas
$6.65K
RWA
1484
Redmont Wealth Advisors
Illinois
$6.65K
DPW
1485
DiNuzzo Private Wealth
Pennsylvania
$6.59K
MWPCG
1486
Measured Wealth Private Client Group
New Hampshire
$6.45K
FWA
1487
Flagship Wealth Advisors
Massachusetts
$6.05K
FC
1488
Financial Consulate
Maryland
$6.05K
TCM
1489
Tradewinds Capital Management
Washington
$5.84K
ME
1490
McIlrath & Eck
Washington
$5.84K
TC
1491
Tacita Capital
Ontario, Canada
$5.84K
GA
1492
Guerra Advisors
Florida
$5.64K
GWSA
1493
Global Wealth Strategies & Associates
Colorado
$5.46K
CM
1494
Capula Management
Cayman Islands
$5.24K
TFA
1495
Toth Financial Advisory
Virginia
$5.04K
SS
1496
Sunbelt Securities
Texas
$5.04K
PWA
1497
Provenance Wealth Advisors
Florida
$4.84K
LFA
1498
LGT Financial Advisors
Texas
$4.23K
NSIM
1499
North Star Investment Management
Illinois
$4.23K
WWM
1500
Wolff Wiese Magana
California
$4.03K