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Marsh & McLennan
MMC

Overview Fund Activity

1,584 hedge funds and large institutions have $96.7B invested in Marsh & McLennan in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 611 increasing their positions, 586 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,584
Holders Change
-20
Holders Change %
-1.25%
% of All Funds
21.24%
Holding in Top 10
19
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-47.22%
% of All Funds
0.25%
New
127
Increased
611
Reduced
586
Closed
122
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
+$702M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$340M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$331M
4
Amundi
Amundi
France
+$290M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$222M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$462M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$245M
3
Ameriprise
Ameriprise
Minnesota
-$208M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$207M
5
AIM
Alphinity Investment Management
Australia
-$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
551
Coldstream Capital Management
Washington
$2.97M +$269K +1,229 +10%
RCIM
552
Red Cedar Investment Management
Michigan
$2.97M – – –
MWM
553
Moran Wealth Management
Florida
$2.97M +$104K +477 +4%
Federated Hermes
554
Federated Hermes
Pennsylvania
$2.96M -$568K -2,597 -16%
MMA
555
Miracle Mile Advisors
California
$2.93M +$54K +247 +2%
KRSITF
556
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.93M -$203K -929 -6%
Cambridge Investment Research Advisors
557
Cambridge Investment Research Advisors
Iowa
$2.91M +$165K +755 +6%
SLI
558
Sumitomo Life Insurance
Japan
$2.89M -$125K -570 -4%
EF
559
Empowered Funds
Pennsylvania
$2.87M +$28.4K +130 +1%
VRM
560
Vectors Research Management
New York
$2.87M -$64.3K -294 -2%
FT
561
Fiduciary Trust
Massachusetts
$2.83M +$99.9K +457 +4%
CWM
562
Congress Wealth Management
Massachusetts
$2.82M +$120K +548 +4%
KPWS
563
Kestra Private Wealth Services
Texas
$2.82M +$235K +1,073 +9%
KB
564
Kimelman & Baird
New York
$2.8M – – –
CIA
565
Concurrent Investment Advisors
Florida
$2.8M +$361K +1,651 +15%
SF
566
Summit Financial
New Jersey
$2.76M -$117K -537 -4%
ECM
567
Everence Capital Management
Indiana
$2.76M -$704K -3,220 -20%
RWA
568
River Wealth Advisors
Pennsylvania
$2.75M -$66.5K -304 -2%
DA
569
Drake & Associates
Wisconsin
$2.71M +$994K +4,545 +58%
PAG
570
Private Advisor Group
New Jersey
$2.71M -$92.5K -423 -3%
MNBTD
571
Moody National Bank Trust Division
Texas
$2.65M -$76.1K -348 -3%
PGCM
572
Prescott Group Capital Management
Oklahoma
$2.6M -$35K -160 -1%
KAS
573
Kestra Advisory Services
Texas
$2.6M -$1.45M -6,651 -36%
VPI
574
Value Partners Investments
Manitoba, Canada
$2.6M +$196K +900 +8%
HF
575
HRT Financial
New York
$2.58M -$5.01M -22,931 -66%
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