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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
SVWAG
1651
Sound View Wealth Advisors Group
Georgia
FIC
1652
Family Investment Center
Missouri
ABTD
1653
Arvest Bank Trust Division
Oklahoma
Group One Trading
1654
Group One Trading
Illinois
RPGK
1655
Retirement Planning Group (Kansas)
Kansas
WA
1656
Wealthstream Advisors
New York
NCTC
1657
New Covenant Trust Company
Indiana
ECM
1658
EagleClaw Capital Management
Massachusetts
KWA
1659
Kingswood Wealth Advisors
California
MC
1660
Middleton & Co
Massachusetts
BPW
1661
Bingham Private Wealth
California
PIA
1662
Pollock Investment Advisors
Michigan
NHC
1663
Nicholas Hoffman & Company
Georgia
TCM
1664
Teza Capital Management
Illinois
ABC
1665
Associated Banc-Corp
Wisconsin
CCA
1666
Cottonwood Capital Advisors
Utah
NI
1667
Natural Investments
California
MWA
1668
Mills Wealth Advisors
Texas
NFP
1669
Narus Financial Partners
Utah
WPW
1670
Watershed Private Wealth
Illinois
CS
1671
Cannell & Spears
New York
CP
1672
Clarendon Private
Massachusetts
GSF
1673
Grove Street Fiduciary
New Hampshire
GA
1674
Goldstein Advisors
Wisconsin
BWM
1675
Baron Wealth Management
Michigan