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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
RPSA
1626
Richard P. Slaughter Associates
Texas
APP
1627
Avantax Planning Partners
Iowa
GAB
1628
German American Bancorp
Indiana
ACM
1629
AlphaStar Capital Management
North Carolina
AFP
1630
Alpha Financial Partners
Kentucky
OWM
1631
OneAscent Wealth Management
Alabama
EI
1632
eCIO Inc
Wisconsin
HCM
1633
HMS Capital Management
Tennessee
RC
1634
Roundview Capital
New Jersey
LAM
1635
Longboard Asset Management
Arizona
MIC
1636
Means Investment Company
Maine
DWM
1637
Destination Wealth Management
California
MA
1638
MONECO Advisors
Connecticut
CCMG
1639
Clark Capital Management Group
Pennsylvania
MFIM
1640
Mesirow Financial Investment Management
Illinois
OCM
1641
One Capital Management
California
TWM
1642
Topsail Wealth Management
North Carolina
IAS
1643
Investment Advisory Services
Texas
USCWA
1644
U.S. Capital Wealth Advisors
Texas
PP
1645
Patron Partners
Texas
DE
1646
Diversified Enterprises
Delaware
NA
1647
Nordwand Advisors
Pennsylvania
KA
1648
Klingman & Associates
New York
MCWA
1649
Meadow Creek Wealth Advisors
Georgia
AP
1650
Appleton Partners
Massachusetts