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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
BCPWM
1501
Bradley & Co Private Wealth Management
Florida
$3.83K
LWMI
1502
Legacy Wealth Management (Idaho)
Idaho
$3.63K
TCB
1503
Texas Capital Bancshares
Texas
$3.63K
MSG
1504
Main Street Group
Virginia
$3.45K
BHWM
1505
Bay Harbor Wealth Management
Maryland
$3.43K
AIC
1506
Archer Investment Corporation
Indiana
$3.22K
HWA
1507
Heartwood Wealth Advisors
Virginia
$3.22K
CWM
1508
Crowley Wealth Management
Delaware
$3.02K
CC
1509
Corsicana & Co
Texas
$2.82K
MIM
1510
MTM Investment Management
South Carolina
$2.62K
FP
1511
Financial Perspectives
Minnesota
$2.46K
PA
1512
Pineridge Advisors
Missouri
$2.43K
WW
1513
Winnow Wealth
Texas
$2.42K
API
1514
Asset Planning Inc
California
$2.42K
WA
1515
WestEnd Advisors
North Carolina
$2.42K
AWM
1516
Activest Wealth Management
Florida
$2.22K
FCAS
1517
First Command Advisory Services
Texas
$2.22K
RWM
1518
Rialto Wealth Management
New York
$2.22K
HHGA
1519
Halbert Hargrove Global Advisors
California
$2.22K
ACA
1520
American Capital Advisory
Idaho
$2.02K
BTD
1521
BankPlus Trust Department
Mississippi
$2.02K
PIS
1522
POM Investment Strategies
North Carolina
$2.02K
T
1523
TOBAM
France
$2K
VNA
1524
Valley National Advisers
Pennsylvania
$2K
RS
1525
Rakuten Securities
Japan
$1.81K