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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, 588 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
OCBCO
1626
Oversea-Chinese Banking Corp (OCBC)
Singapore
NWMG
1627
National Wealth Management Group
Ohio
HCP
1628
Hexagon Capital Partners
Arkansas
CWC
1629
Carolinas Wealth Consulting
North Carolina
HFM
1630
Harvest Fund Management
China
TL
1631
Tradewinds LLC
North Carolina
PDL
1632
Portfolio Design Labs
California
CA
1633
Claro Advisors
Massachusetts
TTWM
1634
TCV Trust & Wealth Management
Virginia
FH
1635
FWG Holdings
Florida
RL
1636
Retireful LLC
Michigan
IC
1637
Inscription Capital
Texas
BIAS
1638
Beacon Investment Advisory Services
New Jersey
PIP
1639
Peachtree Investment Partners
Florida
IAIM
1640
International Assets Investment Management
Florida
TCMP
1641
Thrive Capital Management (Pennsylvania)
Pennsylvania
PL
1642
Perpetual Ltd
Australia
TIA
1643
Trust Investment Advisors
Indiana
BWP
1644
BSW Wealth Partners
Colorado
SPA
1645
Sherbrooke Park Advisers
New York
CCC
1646
Compass Capital Corp
Massachusetts
CCG
1647
Catalina Capital Group
California
FFA
1648
Founders Financial Alliance
North Carolina
WF
1649
Wayfinding Financial
Washington
AIP
1650
Arrowpoint Investment Partners
Singapore