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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 %
VIP
851
Vista Investment Partners
Oklahoma
$787K – – –
AC
852
Avestar Capital
New York
$787K +$133K +609 +20%
FFM
853
Forum Financial Management
Illinois
$785K +$83.1K +380 +12%
LFM
854
LGT Fund Management
Liechtenstein
$777K +$287K +1,314 +59%
MA
855
Mutual Advisors
Nebraska
$776K +$24.8K +118 +3%
NICM
856
Neo Ivy Capital Management
New York
$767K +$767K +3,510 New
SA
857
SRN Advisors
Pennsylvania
$766K +$45.3K +207 +6%
TGAM
858
TBH Global Asset Management
Tennessee
$766K +$766K +3,501 New
NCM
859
Noesis Capital Mangement
Florida
$765K – – –
EH
860
Equitable Holdings
New York
$764K +$108K +496 +17%
N
861
Numerai
California
$763K +$763K +3,491 New
LFAS
862
Level Four Advisory Services
Texas
$761K -$3.72K -17 -0.5%
BWM
863
Buckley Wealth Management
Nevada
$761K -$4.81K -22 -0.6%
PCS
864
Personal CFO Solutions
New Jersey
$749K -$55.1K -252 -7%
SB
865
Strategic Blueprint
Georgia
$748K -$35.2K -161 -4%
1C
866
111 Capital
France
$745K +$745K +3,406 New
FRA
867
Frank Rimerman Advisors
California
$742K -$87.5K -400 -11%
FB
868
Fulton Bank
Pennsylvania
$742K -$83.5K -382 -10%
QWP
869
Quotient Wealth Partners
Texas
$738K -$54.7K -250 -7%
AWS
870
Atria Wealth Solutions
New York
$736K -$776K -3,548 -51%
AC
871
AXQ Capital
New Jersey
$731K +$387K +1,771 +113%
SSWM
872
Smith Salley Wealth Management
North Carolina
$730K +$150K +688 +26%
LS
873
Livforsakringsbolaget Skandia
Sweden
$729K – – –
SIA
874
Schear Investment Advisers
Ohio
$726K +$17.1K +78 +2%
IC
875
Iconiq Capital
California
$723K +$64.7K +296 +10%
33 34
35
36 37