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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 %
HCM
576
Howland Capital Management
Massachusetts
$2.55M -$65.6K -300 -3%
SC
577
Soundwatch Capital
Connecticut
$2.54M +$2.54M +2,565,037 New
TG
578
TCW Group
California
$2.53M +$34.1K +156 +1%
GSC
579
G&S Capital
Colorado
$2.5M -$36.7K -168 -1%
Financial Engines Advisors
580
Financial Engines Advisors
California
$2.47M -$4.09M -18,720 -62%
HSA
581
HBK Sorce Advisory
Pennsylvania
$2.42M -$150K -686 -6%
PFA
582
Peak Financial Advisors
Colorado
$2.39M +$2.39M +10,934 New
FCBT
583
First Citizens Bank & Trust
North Carolina
$2.39M -$878K -4,017 -27%
BF
584
BOK Financial
Oklahoma
$2.39M -$9.84K -45 -0.4%
MSA
585
MUFG Securities Americas
New York
$2.39M +$487K +2,226 +26%
VF
586
Virtu Financial
New York
$2.34M +$2.34M +10,708 New
TA
587
TKG Advisors
Indiana
$2.34M +$101K +464 +5%
HBT
588
Hills Bank & Trust
Iowa
$2.33M +$18.8K +86 +0.8%
RWM
589
Ritholtz Wealth Management
New York
$2.33M +$71.9K +329 +3%
STA
590
Summit Trail Advisors
New York
$2.29M +$2.29M +10,484 New
BCWM
591
Bartlett & Co Wealth Management
Ohio
$2.27M -$13.8K -63 -0.6%
P
592
Pitcairn
Pennsylvania
$2.24M -$375K -1,714 -14%
WSFS
593
Wilmington Savings Fund Society
Delaware
$2.23M +$14.9K +68 +0.7%
EBT
594
Enterprise Bank & Trust
Massachusetts
$2.23M -$3.94K -18 -0.2%
BJL
595
Brighton Jones LLC
Washington
$2.23M +$19.5K +89 +0.9%
LNWWM
596
Laird Norton Wetherby Wealth Management
California
$2.22M +$2.22M +10,145 New
HAG
597
HighPoint Advisor Group
Illinois
$2.21M -$73K -334 -3%
S
598
SignatureFD
Georgia
$2.21M +$26.5K +121 +1%
SC
599
Savant Capital
Illinois
$2.2M -$1.38M -6,295 -39%
CK
600
Cohen Klingenstein
New York
$2.19M – – –
22 23
24
25 26