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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
HWP
1551
Highline Wealth Partners
California
$4.61K
LFA
1552
LGT Financial Advisors
Texas
$4.59K
CAC
1553
Core Alternative Capital
Georgia
$4.37K
WWM
1554
Wolff Wiese Magana
California
$4.37K
BCPWM
1555
Bradley & Co Private Wealth Management
Florida
$4.15K
LWMI
1556
Legacy Wealth Management (Idaho)
Idaho
$3.94K
NSIM
1557
North Star Investment Management
Illinois
$3.94K
LIS
1558
Legacy Investment Solutions
Idaho
$3.94K
BHWM
1559
Bay Harbor Wealth Management
Maryland
$3.94K
MSG
1560
Main Street Group
Virginia
$3.73K
LIM
1561
Longfellow Investment Management
Massachusetts
$3.72K
AIC
1562
Archer Investment Corporation
Indiana
$3.5K
CWM
1563
Crowley Wealth Management
Delaware
$3.28K
SIC
1564
SJS Investment Consulting
Ohio
$2.84K
PWM
1565
Parkworth Wealth Management
California
$2.84K
MIM
1566
MTM Investment Management
South Carolina
$2.84K
FP
1567
Financial Perspectives
Minnesota
$2.65K
API
1568
Asset Planning Inc
California
$2.62K
ACA
1569
American Capital Advisory
Idaho
$2.62K
FCAS
1570
First Command Advisory Services
Texas
$2.4K
EWM
1571
Evolution Wealth Management
Florida
$2.4K
BTD
1572
BankPlus Trust Department
Mississippi
$2.19K
WA
1573
WestEnd Advisors
North Carolina
$2.19K
MAS
1574
MPWM Advisory Solutions
Georgia
$1.97K
RS
1575
Rakuten Securities
Japan
$1.97K