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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 %
T
751
TrueFG
Texas
$1.09M +$328K +1,500 +43%
Twin Tree Management
752
Twin Tree Management
Texas
$1.09M +$1.09M +4,984 New
LIM
753
Leavell Investment Management
Alabama
$1.09M +$96K +439 +10%
QWM
754
Quadcap Wealth Management
Texas
$1.09M +$79.8K +365 +8%
IAA
755
Independent Advisor Alliance
North Carolina
$1.07M +$6.12K +28 +0.6%
MYAM
756
Meiji Yasuda Asset Management
Japan
$1.07M -$1.28M -5,849 -54%
BHWM
757
Bar Harbor Wealth Management
New Hampshire
$1.07M – – –
FW
758
FullCircle Wealth
Texas
$1.07M +$25.9K +130 +2%
MCM
759
Manchester Capital Management
Vermont
$1.06M -$2.19K -10 -0.2%
GRP
760
Global Retirement Partners
California
$1.06M +$1.06M +4,867 New
CI
761
Cigna Investments
Connecticut
$1.06M -$20.1K -92 -2%
CNBT
762
Canandaigua National Bank & Trust
New York
$1.06M -$19.9K -91 -2%
RCM
763
Regency Capital Management
Hawaii
$1.05M +$1.05M +4,809 New
BA
764
Bridgewater Advisors
New York
$1.04M -$9.54K -47 -0.9%
AA
765
Armis Advisers
Georgia
$1.04M +$305K +1,429 +41%
M
766
MATAURO
New York
$1.04M -$346K -1,584 -25%
CAG
767
Csenge Advisory Group
Florida
$1.03M -$52.3K -224 -5%
CGIM
768
Capital Group Investment Management
Singapore
$1.03M – – –
BBL
769
Beck Bode LLC
Massachusetts
$1.03M -$20.8K -95 -2%
PP
770
PDS Planning
Ohio
$1.03M +$314K +1,434 +44%
BAM
771
Belpointe Asset Management
Nevada
$1.02M -$656 -3 -0.1%
Balyasny Asset Management
772
Balyasny Asset Management
Illinois
$1.02M +$281K +1,283 +38%
FC
773
Fjell Capital
North Dakota
$1.02M +$7.65K +35 +0.8%
CFP
774
Cascade Financial Partners
California
$1.02M – – –
TCBWMS
775
Texas Capital Bank Wealth Management Services
Texas
$1.02M +$53.8K +246 +6%
29 30
31
32 33