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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
DFA
1676
DHK Financial Advisors
New Hampshire
HI
1677
Humankind Investments
New York
SP
1678
Stablepoint Partners
Massachusetts
WC
1679
Waterloo Capital
Texas
VCM
1680
Virtue Capital Management
Tennessee
PIN
1681
Prudent Investors Network
California
BWP
1682
Baldwin Wealth Partners
Massachusetts
OHWP
1683
Oak Harbor Wealth Partners
North Carolina
CMAI
1684
Capital Management Associates Inc
Minnesota
JCM
1685
Jacobsen Capital Management
Utah
PWP
1686
PrairieView Wealth Partners
Illinois
AIMC
1687
Alley Investment Management Company
Illinois
CGA
1688
Crescent Grove Advisors
Illinois
HPM
1689
Hoxton Planning & Management
West Virginia
FA
1690
FDx Advisors
Illinois
B
1691
Bellecapital
Switzerland
CAWM
1692
Capital A Wealth Management
Pennsylvania
QC
1693
Quent Capital
New York
FFC
1694
First Financial Corp
Indiana
MFA
1695
McClarren Financial Advisors
Pennsylvania
SCB
1696
Saudi Central Bank
Saudi Arabia
GFPC
1697
Global Financial Private Client
Florida
CHC
1698
City Holding Co
West Virginia
KC
1699
Knuff & Co
California
DWM
1700
Darwin Wealth Management
Florida