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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
TFA
1501
Toth Financial Advisory
Virginia
$5.04K
SS
1502
Sunbelt Securities
Texas
$5.04K
PWA
1503
Provenance Wealth Advisors
Florida
$4.84K
LFA
1504
LGT Financial Advisors
Texas
$4.23K
NSIM
1505
North Star Investment Management
Illinois
$4.23K
WWM
1506
Wolff Wiese Magana
California
$4.03K
CAC
1507
Core Alternative Capital
Georgia
$4.03K
PP
1508
Pacifica Partners
Canada
$4.03K
GWSG
1509
GPS Wealth Strategies Group
Colorado
$3.95K
PS
1510
PayPay Securities
Japan
$3.89K
BCPWM
1511
Bradley & Co Private Wealth Management
Florida
$3.83K
LWMI
1512
Legacy Wealth Management (Idaho)
Idaho
$3.63K
TCB
1513
Texas Capital Bancshares
Texas
$3.63K
MSG
1514
Main Street Group
Virginia
$3.45K
BHWM
1515
Bay Harbor Wealth Management
Maryland
$3.43K
AIC
1516
Archer Investment Corporation
Indiana
$3.22K
HWA
1517
Heartwood Wealth Advisors
Virginia
$3.22K
CWM
1518
Crowley Wealth Management
Delaware
$3.02K
CC
1519
Corsicana & Co
Texas
$2.82K
MIM
1520
MTM Investment Management
South Carolina
$2.62K
FP
1521
Financial Perspectives
Minnesota
$2.46K
PA
1522
Pineridge Advisors
Missouri
$2.43K
WW
1523
Winnow Wealth
Texas
$2.42K
API
1524
Asset Planning Inc
California
$2.42K
WA
1525
WestEnd Advisors
North Carolina
$2.42K