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Marsh & McLennan

1,548 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, 546 increasing their positions, 598 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: 1,5941,548 (-46)

10% less capital invested

Capital invested by funds: $96.8B → $86.9B (-$9.9B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,548
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
NA
1651
Nordwand Advisors
Pennsylvania
KA
1652
Klingman & Associates
New York
MCWA
1653
Meadow Creek Wealth Advisors
Georgia
AP
1654
Appleton Partners
Massachusetts
PL
1655
Plancorp LLC
Missouri
NG
1656
Norden Group
Utah
FP
1657
Fiduciary Planning
Florida
HTC
1658
Haverford Trust Company
Pennsylvania
APW
1659
Austin Private Wealth
Texas
BONST
1660
Bank of Nova Scotia Trust
Ontario, Canada
OFO
1661
OneAscent Family Office
Alabama
HIG
1662
Heritage Investment Group
Florida
KFS
1663
Kelly Financial Services
Massachusetts
PWM
1664
Palumbo Wealth Management
New York
PIA
1665
Pinion Investment Advisors
Kansas
BHBT
1666
Burke & Herbert Bank & Trust
Virginia
HBS
1667
Howard Bailey Securities
Indiana
OPWM
1668
Oxinas Partners Wealth Management
Indiana
NFSG
1669
Newbridge Financial Services Group
Florida
CCM
1670
Chilton Capital Management
Texas
OWA
1671
Opal Wealth Advisors
New York
WA
1672
Whipplewood Advisors
Colorado
SOW
1673
State of Wyoming
Wyoming
MPW
1674
MASECO Private Wealth
BCMLT
1675
Beacon Capital Management LLC (Tennessee)
Tennessee