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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 %
AWM
826
Aries Wealth Management
Maine
$839K – – –
AIM
827
Aigen Investment Management
New York
$835K +$835K +3,820 New
PWPS
828
Pinnacle Wealth Planning Services
Ohio
$832K -$136K -622 -14%
MOS
829
MGO One Seven
Ohio
$831K -$328K -1,501 -28%
BFM
830
Boothbay Fund Management
New York
$830K -$1.17M -5,350 -59%
BEAM
831
Baker Ellis Asset Management
Washington
$828K – – –
Walleye Trading
832
Walleye Trading
New York
$828K -$3.06M -14,015 -79%
NG
833
Novem Group
New York
$823K +$823K +3,765 New
GL
834
Graypoint LLC
New York
$823K +$17.7K +81 +2%
MGIA
835
Matthew Goff Investment Advisor
Texas
$822K – – –
GWMR
836
GC Wealth Management RIA
Massachusetts
$822K +$614K +2,807 +295%
ACM
837
Allred Capital Management
Texas
$818K -$44.6K -204 -5%
NB
838
Nicolet Bankshares
Wisconsin
$812K +$150K +686 +23%
Empower Advisory Group
839
Empower Advisory Group
Colorado
$808K +$106K +485 +15%
FFS
840
Founders Financial Securities
Maryland
$808K -$83.5K -382 -9%
AFP
841
Ausdal Financial Partners
Iowa
$808K -$16.2K -74 -2%
HCM
842
Howard Capital Management
Georgia
$807K +$204K +934 +34%
OWM
843
Opes Wealth Management
California
$806K +$806K +3,688 New
SRWM
844
Shira Ridge Wealth Management
California
$802K -$11.4K -52 -1%
PCIA
845
Prime Capital Investment Advisors
Kansas
$801K -$239K -1,093 -23%
CIM
846
Contravisory Investment Management
Massachusetts
$794K +$2.41K +11 +0.3%
WBC
847
Westpac Banking Corp
Australia
$790K – – –
CAMG
848
CWA Asset Management Group
Florida
$790K +$38.7K +177 +5%
GFM
849
GF Fund Management
China
$787K +$787K +3,601 New
ATS
850
Ashton Thomas Securities
New York
$787K -$14.6K -67 -2%
32 33
34
35 36