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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
ACM
1476
Accent Capital Management
Ohio
$22.7K
CWIG
1477
Chung Wu Investment Group
Texas
$22.3K
CTA
1478
Colonial Trust Advisors
South Carolina
$21.9K
CG
1479
Curat Global
New Hampshire
$21.9K
OAJ
1480
Ogorek Anthony Joseph
New York
$21K
W
1481
WealthCollab
Washington
$20.8K
AWM
1482
Activest Wealth Management
Florida
$20.3K
HNW
1483
High Note Wealth
Minnesota
$19.9K
DIP
1484
DT Investment Partners
Pennsylvania
$19.7K
BOJHT
1485
Bank of Jackson Hole Trust
Wyoming
$19.7K
SGC
1486
Slocum, Gordon & Co
Rhode Island
$19.7K
MFT
1487
Moisand Fitzgerald Tamayo
Florida
$19.5K
OC
1488
Oakworth Capital
Alabama
$18.6K
AP
1489
Atwood & Palmer
Missouri
$17.7K
MMCM
1490
Murphy & Mullick Capital Management
New York
$17.5K
CA
1491
Crewe Advisors
Utah
$17.5K
MWM
1492
Mascoma Wealth Management
New Hampshire
$17.1K
GIA
1493
GHP Investment Advisors
Colorado
$16.6K
SIC
1494
Salem Investment Counselors
North Carolina
$16.6K
NC
1495
North Capital
Utah
$16.4K
SC
1496
Steph & Co
Wisconsin
$15.5K
UCB
1497
United Community Bank
South Carolina
$15.5K
AP
1498
Aspect Partners
Virginia
$15.3K
AWM
1499
Abound Wealth Management
Tennessee
$15.2K
FMB
1500
Field & Main Bank
Kentucky
$14.2K