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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
21.23%
Holding in Top 10
19
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-47.22%
% of All Funds
0.25%
New
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 %
PGFC
726
Peapack-Gladstone Financial Corp
New Jersey
$1.24M -$54.9K -251 -4%
FWCM
727
Ferguson Wellman Capital Management
Oregon
$1.24M -$36.3K -166 -3%
TAM
728
Trust Asset Management
Texas
$1.24M – – –
RDWM
729
Red Door Wealth Management
Tennessee
$1.24M +$195K +891 +19%
RS
730
R Squared
Hong Kong
$1.23M +$1.23M +5,635 New
SWIG
731
Strategic Wealth Investment Group
Kentucky
$1.23M +$79.6K +364 +7%
BIG
732
Brooklyn Investment Group
New York
$1.23M +$97.7K +447 +9%
NRS
733
Neville Rodie & Shaw
New York
$1.21M – – –
LCM
734
Landscape Capital Management
New Jersey
$1.19M -$2.84K -13 -0.2%
WPA
735
West Paces Advisors
Georgia
$1.19M +$11.8K +54 +1%
AFA
736
AA Financial Advisors
Ohio
$1.19M +$54K +247 +5%
IAN
737
Integrated Advisors Network
Texas
$1.19M +$19.9K +91 +2%
IA
738
Integrity Alliance
Iowa
$1.19M -$1.09M -4,975 -48%
DWT
739
Dorsey & Whitney Trust
South Dakota
$1.18M -$110K -505 -9%
CAAS
740
Capital Asset Advisory Services
Michigan
$1.16M -$274K -1,260 -19%
LWAM
741
Legacy Wealth Asset Management
Minnesota
$1.16M +$4.15K +19 +0.4%
CFAM
742
Center For Asset Management
Florida
$1.16M +$14.8K +70 +1%
BWS
743
Broadway Wealth Solutions
Texas
$1.12M – – –
AWA
744
Arkadios Wealth Advisors
Georgia
$1.12M +$414K +1,894 +59%
AC
745
AlphaCore Capital
California
$1.12M +$16.2K +74 +1%
HPIA
746
Hamilton Point Investment Advisors
North Carolina
$1.11M -$20.8K -95 -2%
SIA
747
SkyView Investment Advisors
New Jersey
$1.11M -$12.8K -59 -1%
GIC
748
Generali Investments CEE
Czech Republic
$1.11M – – –
JWM
749
JGP Wealth Management
Oregon
$1.1M +$14.9K +68 +1%
AIP
750
Ameritas Investment Partners
Nebraska
$1.1M -$5.9K -27 -0.5%
28 29
30
31 32