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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
NFSG
1676
Newbridge Financial Services Group
Florida
CCM
1677
Chilton Capital Management
Texas
OWA
1678
Opal Wealth Advisors
New York
WA
1679
Whipplewood Advisors
Colorado
SOW
1680
State of Wyoming
Wyoming
MPW
1681
MASECO Private Wealth
BCMLT
1682
Beacon Capital Management LLC (Tennessee)
Tennessee
PSFG
1683
Park Square Financial Group
Georgia
TPWA
1684
Twin Peaks Wealth Advisors
California
KIM
1685
Kestra Investment Management
Texas
VEA
1686
Virtus ETF Advisers
New York
SO
1687
Sierra Ocean
California
NC
1688
NewSquare Capital
Pennsylvania
IFS
1689
Intelligent Financial Strategies
Minnesota
AIM
1690
Access Investment Management
Georgia
GC
1691
Garde Capital
Washington
SGC
1692
Slocum, Gordon & Co
Rhode Island
T
1693
Transce3nd
Texas
RCM
1694
Richardson Capital Management
Wisconsin
NCM
1695
Northwest Capital Management
Oregon
HWM
1696
Horizons Wealth Management
North Carolina
MWM
1697
MorganRosel Wealth Management
Colorado
RAM
1698
Riggs Asset Management
Pennsylvania
WCM
1699
WealthTrak Capital Management
Virginia
VWA
1700
VSM Wealth Advisory
Maryland