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Marsh & McLennan

1,554 hedge funds and large institutions have $86.9B invested in Marsh & McLennan in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 548 increasing their positions, 602 reducing their positions, and 156 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 funds holding

Funds holding:

2.89% less ownership

Funds ownership: 90.63%87.74% (-2.9%)

10% less capital invested

Capital invested by funds: $96.9B → $86.9B (-$9.97B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,554
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
OCM
1651
One Capital Management
California
TWM
1652
Topsail Wealth Management
North Carolina
IAS
1653
Investment Advisory Services
Texas
USCWA
1654
U.S. Capital Wealth Advisors
Texas
DE
1655
Diversified Enterprises
Delaware
PP
1656
Patron Partners
Texas
NA
1657
Nordwand Advisors
Pennsylvania
KA
1658
Klingman & Associates
New York
MCWA
1659
Meadow Creek Wealth Advisors
Georgia
AP
1660
Appleton Partners
Massachusetts
PL
1661
Plancorp LLC
Missouri
NG
1662
Norden Group
Utah
FP
1663
Fiduciary Planning
Florida
HTC
1664
Haverford Trust Company
Pennsylvania
APW
1665
Austin Private Wealth
Texas
BONST
1666
Bank of Nova Scotia Trust
Ontario, Canada
OFO
1667
OneAscent Family Office
Alabama
HIG
1668
Heritage Investment Group
Florida
KFS
1669
Kelly Financial Services
Massachusetts
AIA
1670
Alternative Investment Advisors
Florida
PWM
1671
Palumbo Wealth Management
New York
BHBT
1672
Burke & Herbert Bank & Trust
Virginia
PIA
1673
Pinion Investment Advisors
Kansas
HBS
1674
Howard Bailey Securities
Indiana
OPWM
1675
Oxinas Partners Wealth Management
Indiana