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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
OA
1526
Operose Advisors
Wisconsin
$8.96K
MWM
1527
MorganRosel Wealth Management
Colorado
$8.96K
WCM
1528
Westend Capital Management
California
$8.75K
BL
1529
BFSG LLC
California
$8.53K
CBT
1530
Crews Bank & Trust
Florida
$8.53K
ABWM
1531
Alpine Bank Wealth Management
Colorado
$8.31K
TWD
1532
True Wealth Design
Ohio
$8.13K
RAM
1533
Riggs Asset Management
Pennsylvania
$8.09K
TFGT
1534
TS Financial Group (TSFG)
Illinois
$8K
TFM
1535
TFC Financial Management
Massachusetts
$7.87K
BCM
1536
Boreal Capital Management
Florida
$7.87K
GWSG
1537
GPS Wealth Strategies Group
Colorado
$7.54K
RWA
1538
Redmont Wealth Advisors
Illinois
$7.21K
DPW
1539
DiNuzzo Private Wealth
Pennsylvania
$7K
WCM
1540
WealthTrak Capital Management
Virginia
$7K
VWA
1541
VSM Wealth Advisory
Maryland
$7K
FWA
1542
Flagship Wealth Advisors
Massachusetts
$6.56K
TC
1543
Tacita Capital
Ontario, Canada
$6.34K
ME
1544
McIlrath & Eck
Washington
$6.34K
GWSA
1545
Global Wealth Strategies & Associates
Colorado
$5.9K
TFA
1546
Toth Financial Advisory
Virginia
$5.47K
CWA
1547
Carolina Wealth Advisors
South Carolina
$5.47K
TIM
1548
Total Investment Management
Arizona
$5.47K
PWA
1549
Provenance Wealth Advisors
Florida
$5.25K
SC
1550
Stephens Consulting
Michigan
$4.81K