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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
AW
1501
Avion Wealth
Texas
$14K
T
1502
Transce3nd
Texas
$13.8K
CWM
1503
Copia Wealth Management
Oregon
$13.6K
PCM
1504
Perritt Capital Management
Illinois
$13.3K
PK
1505
Pflug Koory
Nebraska
$13.3K
EWM
1506
Evermay Wealth Management
Virginia
$12K
RCM
1507
Richardson Capital Management
Wisconsin
$12K
IWM
1508
IMG Wealth Management
Florida
$12K
CAM
1509
Creekmur Asset Management
Illinois
$11.8K
CI
1510
Clal Insurance
Israel
$11K
CFD
1511
Creative Financial Designs
Indiana
$10.5K
NCM
1512
Northwest Capital Management
Oregon
$10.5K
BI
1513
Binnacle Investments
Iowa
$10.5K
HFS
1514
Hughes Financial Services
Virginia
$10.2K
IRC
1515
Investors Research Corp
Georgia
$9.84K
RDFA
1516
Ritter Daniher Financial Advisory
Ohio
$9.84K
CIAS
1517
CBIZ Investment Advisory Services
Ohio
$9.84K
KG
1518
Kilter Group
New York
$9.84K
HWM
1519
Horizons Wealth Management
North Carolina
$9.62K
RTL
1520
Red Tortoise LLC
Georgia
$9.4K
PWA
1521
Principia Wealth Advisory
Texas
$9.4K
PP
1522
Pacifica Partners
Canada
$9.33K
VWA
1523
Valued Wealth Advisors
Utah
$9.21K
CT
1524
Coastline Trust
Rhode Island
$9.18K
BFS
1525
Bare Financial Services
Pennsylvania
$9.18K