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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 %
CTA
701
Chesley Taft & Associates
Illinois
$1.34M +$4.59K +21 +0.3%
LI
702
LMCG Investments
Massachusetts
$1.33M -$143K -656 -10%
GWM
703
Graybill Wealth Management
Illinois
$1.32M – – –
TSW
704
Thompson Siegel & Walmsley
Virginia
$1.32M -$1.31K -6 -0.1%
FPAS
705
Focus Partners Advisor Solutions
Missouri
$1.32M -$414K -1,896 -24%
CWP
706
Concord Wealth Partners
Virginia
$1.32M -$3.28K -15 -0.2%
CAMV
707
Concord Asset Management (Virginia)
Virginia
$1.32M – – –
SC
708
Stance Capital
Massachusetts
$1.31M +$1.31M +5,985 New
DAS
709
Diversify Advisory Services
Utah
$1.31M +$1.31M +6,396 New
OC
710
Oppenheimer & Co
New York
$1.3M +$23.4K +107 +2%
IIC
711
Ironwood Investment Counsel
Arizona
$1.29M +$33K +151 +3%
EWA
712
EverSource Wealth Advisors
Alabama
$1.29M +$32.4K +148 +3%
OBAM
713
ODDO BHF Asset Management
France
$1.29M -$1.56M -7,157 -55%
PFG
714
Prosperity Financial Group
California
$1.28M +$3.06K +14 +0.2%
S
715
SimplyRich
California
$1.28M -$81.1K -371 -6%
WFI
716
West Family Investments
California
$1.28M +$214K +980 +20%
SWP
717
Sagespring Wealth Partners
Tennessee
$1.27M -$61.9K -283 -5%
FCP
718
Fidelis Capital Partners
Florida
$1.27M +$3.87K +19 +0.3%
NP
719
NorthRock Partners
Minnesota
$1.26M +$108K +493 +9%
DS
720
DRW Securities
Illinois
$1.26M +$1.26M +5,747 New
EWM
721
Elmwood Wealth Management
California
$1.25M +$219 +1 +0%
CFB
722
Cullen/Frost Bankers
Texas
$1.25M +$89.4K +409 +8%
OAM
723
Ostrum Asset Management
France
$1.25M -$36.1K -165 -3%
KCM
724
Kathmere Capital Management
Pennsylvania
$1.24M -$136K -620 -10%
MMHP
725
Murphy Middleton Hinkle & Parker
Georgia
$1.24M – – –
27 28
29
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