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Marsh & McLennan
MMC

Overview Fund Activity

1,583 hedge funds and large institutions have $96.7B invested in Marsh & McLennan in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 611 increasing their positions, 586 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,583
Holders Change
-22
Holders Change %
-1.37%
% of All Funds
21.23%
Holding in Top 10
19
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-47.22%
% of All Funds
0.25%
New
126
Increased
611
Reduced
586
Closed
123
Calls
$154M
Puts
$123M
Net Calls
+$30.9M
Net Calls Change
+$16.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.14B
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$500M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.2B
4
Amundi
Amundi
France
$615M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.02B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.38B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$111M
3
Ameriprise
Ameriprise
Minnesota
$1.49B
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.91M
5
AIM
Alphinity Investment Management
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
526
Perigon Wealth Management
California
$3.35M +$990K +4,529 +42%
TMAM
527
Tokio Marine Asset Management
Japan
$3.31M -$6.33M -28,967 -66%
HT
528
Heritage Trust
Oklahoma
$3.29M -$214K -979 -6%
SIA
529
Strategic Investment Advisors
Michigan
$3.27M +$2.18K +10 +0.1%
LA
530
Lindenwold Advisors
Pennsylvania
$3.26M +$111K +508 +4%
KWM
531
Kingsview Wealth Management
Oregon
$3.26M -$17.3K -79 -0.5%
CL
532
Choreo LLC
Illinois
$3.22M +$29.1K +133 +0.9%
SDIC
533
South Dakota Investment Council
South Dakota
$3.2M – – –
DWM
534
Dynasty Wealth Management
Florida
$3.14M +$274K +1,252 +10%
PA
535
PFG Advisors
Arizona
$3.14M +$607K +2,778 +24%
1832 Asset Management
536
1832 Asset Management
Ontario, Canada
$3.14M -$1.88M -8,596 -37%
AWM
537
Axxcess Wealth Management
California
$3.13M -$317K -1,448 -9%
OTL
538
Oak Thistle LLC
New York
$3.12M +$1.47M +6,746 +90%
HWM
539
HB Wealth Management
Georgia
$3.09M -$375K -1,716 -11%
NSEDCP
540
NJ State Employees Deferred Compensation Plan
New Jersey
$3.08M – – –
UCFA
541
United Capital Financial Advisors
Texas
$3.08M -$33.7K -154 -1%
UHC
542
Union Heritage Capital
Michigan
$3.07M – – –
BPA
543
Beacon Pointe Advisors
California
$3.06M -$18.8K -86 -0.6%
SG Americas Securities
544
SG Americas Securities
New York
$3.05M -$21.7M -99,049 -88%
IWA
545
Icon Wealth Advisors
Texas
$3.04M -$12K -55 -0.4%
HFS
546
Hantz Financial Services
Michigan
$3M -$4.16K -19 -0.1%
AWM
547
Accurate Wealth Management
Florida
$2.99M -$36.7K -171 -1%
BIP
548
Bouvel Investment Partners
Pennsylvania
$2.98M +$36.3K +166 +1%
FCH
549
Freestone Capital Holdings
Washington
$2.98M -$5.69K -26 -0.2%
SW
550
Simplicity Wealth
New Jersey
$2.98M +$1.42M +6,502 +91%
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