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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 %
V
801
VeraBank
Texas
$906K +$86.6K +396 +11%
MPWT
802
MassMutual Private Wealth & Trust
Connecticut
$900K +$41.5K +190 +5%
CBA
803
Coastal Bridge Advisors
Connecticut
$894K +$1.53K +7 +0.2%
LI
804
Louisbourg Investments
New Brunswick, Canada
$894K -$440K -2,700 -33%
ANTB
805
AMG National Trust Bank
Colorado
$889K +$5.47K +25 +0.6%
WWA
806
Wingate Wealth Advisors
Massachusetts
$879K – – –
MT
807
Midwest Trust
Kansas
$878K +$878K +4,016 New
WA
808
Waverly Advisors
Alabama
$878K -$51.6K -236 -6%
NP
809
Nilsine Partners
Colorado
$876K -$36.1K -165 -4%
TPA
810
Trivium Point Advisory
Connecticut
$870K -$46.6K -213 -5%
KWA
811
Kondo Wealth Advisors
California
$866K +$218 +1 +0%
AWM
812
AE Wealth Management
Kansas
$866K +$97.5K +446 +13%
SWA
813
SFMG Wealth Advisors
Texas
$864K -$18.4K -84 -2%
EIM
814
Essex Investment Management
Massachusetts
$860K – – –
SI
815
Stephens Inc
Arkansas
$860K +$16.8K +77 +2%
LCWP
816
Legacy Capital Wealth Partners
Arkansas
$859K -$63.8K -292 -7%
CSPIA
817
Cary Street Partners Investment Advisory
Virginia
$856K +$28.4K +130 +3%
A
818
AlphaQuest
New York
$855K -$1.97M -9,025 -70%
PW
819
PUREfi Wealth
Massachusetts
$854K +$127K +582 +18%
MAM
820
MMA Asset Management
Pennsylvania
$853K +$86.6K +396 +11%
GT
821
Glenview Trust
Kentucky
$852K +$82.9K +379 +11%
PGWM
822
Parisi Gray Wealth Management
New Jersey
$849K +$219 +1 +0%
GCA
823
Genesee Capital Advisors
New York
$844K +$7.43K +34 +0.9%
MFGM
824
Marshall Financial Group (Maryland)
Maryland
$841K +$841K +3,944 New
NWAG
825
Net Worth Advisory Group
Utah
$840K -$21.9K -100 -3%
31 32
33
34 35