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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 %
SFS
776
Sowell Financial Services
Arkansas
$1.02M +$145K +664 +17%
AF
777
Allworth Financial
California
$1.02M +$182K +831 +22%
MPAM
778
Murphy Pohlad Asset Management
Minnesota
$1.02M – – –
PWMAG
779
Pinnacle Wealth Management Advisory Group
New Jersey
$1.01M +$21.9K +100 +2%
AC
780
Annandale Capital
Texas
$1.01M +$1.01M +4,600 New
PCM
781
Polymer Capital Management
New York
$1M +$1M +4,586 New
BCM
782
Boltwood Capital Management
California
$999K -$12K -55 -1%
QPWM
783
Quadrant Private Wealth Management
Pennsylvania
$996K +$4.15K +19 +0.4%
CWM
784
Connecticut Wealth Management
Connecticut
$994K -$23K -105 -2%
DADC
785
D.A. Davidson & Co
Montana
$975K -$68.2K -312 -7%
1M
786
1248 Management
Missouri
$972K – – –
ACM
787
Advance Capital Management
Michigan
$963K +$24.3K +111 +3%
Walleye Capital
788
Walleye Capital
New York
$961K +$961K +4,394 New
TCOT
789
Trust Company of Toledo
Ohio
$958K -$656 -3 -0.1%
WWM
790
Western Wealth Management
Colorado
$957K +$62.8K +287 +7%
AUB
791
Atlantic Union Bankshares
Virginia
$953K +$65.6K +300 +7%
SMA
792
Sage Mountain Advisors
Georgia
$951K +$3.06K +14 +0.3%
TTIC
793
Tower Trust & Investment Company
Iowa
$948K -$9.84K -45 -1%
FFA
794
Farther Finance Advisors
California
$940K +$84.2K +385 +10%
CCG
795
Ceeto Capital Group
Florida
$940K – – –
GAG
796
GM Advisory Group
New York
$921K +$28.9K +132 +3%
CA
797
Continuum Advisory
Idaho
$919K +$592K +2,707 +181%
FFO
798
Fiduciary Family Office
Florida
$918K -$31.5K -144 -3%
FIA
799
Foundations Investment Advisors
Arizona
$917K -$4.37K -20 -0.5%
RF
800
Rossby Financial
Florida
$907K +$50.5K +231 +6%
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