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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 %
MTC
651
Matrix Trust Company
Colorado
$1.67M – – –
IA
652
IFP Advisors
Florida
$1.67M -$139K -576 -8%
HIC
653
Hartline Investment Corp
Illinois
$1.66M -$470K -2,151 -22%
WPC
654
Wedmont Private Capital
Pennsylvania
$1.66M -$20.6K -96 -1%
UF
655
Univest Financial
Pennsylvania
$1.66M -$235K -1,076 -12%
SFA
656
Souders Financial Advisors
Ohio
$1.64M -$277K -1,265 -14%
CSIC
657
Clifford Swan Investment Counsel
California
$1.64M -$31K -142 -2%
WF
658
Welch & Forbes
Massachusetts
$1.62M +$370K +1,692 +30%
RZH
659
Relyea Zuckerberg Hanson
Connecticut
$1.62M +$10.9K +50 +0.7%
VCM
660
Voleon Capital Management
California
$1.61M -$8.67M -39,665 -84%
CIBC World Market
661
CIBC World Market
Ontario, Canada
$1.6M -$15.4M -70,505 -91%
SBFM
662
S-Bank Fund Management
Finland
$1.6M -$118K -540 -7%
TH
663
TCTC Holdings
Texas
$1.58M – – –
VWM
664
Venturi Wealth Management
Texas
$1.58M -$56.4K -258 -3%
FNT
665
First National Trust
Pennsylvania
$1.58M -$219 -1 -0%
NAMNJ
666
NorthStar Asset Management (New Jersey)
New Jersey
$1.55M +$126K +576 +9%
AFS
667
Access Financial Services
Minnesota
$1.54M +$40.7K +186 +3%
JSW
668
Journey Strategic Wealth
New Jersey
$1.54M +$551K +2,521 +56%
BHPW
669
Beverly Hills Private Wealth
California
$1.52M -$43.9K -201 -3%
RFP
670
RCS Financial Planning
Maryland
$1.51M – – –
NSB
671
Norway Savings Bank
Maine
$1.51M -$14.2K -65 -0.9%
TSMHT
672
Thurston Springer Miller Herd & Titak
Indiana
$1.5M +$267K +1,223 +22%
UAML
673
US Asset Management LLC
Pennsylvania
$1.5M – – –
M1FG
674
Mach-1 Financial Group
Arkansas
$1.5M -$47.2K -216 -3%
PA
675
Parallel Advisors
California
$1.49M -$99.7K -456 -6%
25 26
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