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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
TPWA
1676
Twin Peaks Wealth Advisors
California
PSFG
1677
Park Square Financial Group
Georgia
KIM
1678
Kestra Investment Management
Texas
VEA
1679
Virtus ETF Advisers
New York
SO
1680
Sierra Ocean
California
NC
1681
NewSquare Capital
Pennsylvania
IFS
1682
Intelligent Financial Strategies
Minnesota
AIM
1683
Access Investment Management
Georgia
SGC
1684
Slocum, Gordon & Co
Rhode Island
T
1685
Transce3nd
Texas
RCM
1686
Richardson Capital Management
Wisconsin
NCM
1687
Northwest Capital Management
Oregon
HWM
1688
Horizons Wealth Management
North Carolina
MWM
1689
MorganRosel Wealth Management
Colorado
RAM
1690
Riggs Asset Management
Pennsylvania
VWA
1691
VSM Wealth Advisory
Maryland
WCM
1692
WealthTrak Capital Management
Virginia
TIM
1693
Total Investment Management
Arizona
CWA
1694
Carolina Wealth Advisors
South Carolina
SC
1695
Stephens Consulting
Michigan
EWM
1696
Evolution Wealth Management
Florida
WTFG
1697
Wood Tarver Financial Group
Idaho
IAS
1698
IMA Advisory Services
Colorado
RPA
1699
Redwood Park Advisors
California
AWM
1700
Atticus Wealth Management
Florida