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