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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 %
WJWM
876
Williams Jones Wealth Management
New York
$722K – – –
MCM
877
Mattern Capital Management
Colorado
$722K +$117K +536 +19%
LWCFA
878
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$718K -$21.9K -100 -3%
PCP
879
Proficio Capital Partners
Massachusetts
$718K +$4.81K +22 +0.7%
MTIC
880
Missouri Trust & Investment Company
Missouri
$712K -$12K -55 -2%
KBFS
881
Kohmann Bosshard Financial Services
Ohio
$709K – – –
WPIC
882
White Pine Investment Company
Michigan
$709K -$12K -55 -2%
CIC
883
Chilton Investment Company
Connecticut
$708K -$3.5K -16 -0.5%
PAM
884
Parvin Asset Management
South Dakota
$706K – – –
WFPG
885
Waller Financial Planning Group
Ohio
$705K +$2.41K +11 +0.3%
AWA
886
Aaron Wealth Advisors
Illinois
$704K -$14.9K -68 -2%
TWM
887
Thrive Wealth Management
Pennsylvania
$704K -$48.1K -220 -6%
DWM
888
Defined Wealth Management
Oregon
$700K +$875 +4 +0.1%
AFG
889
Atomi Financial Group
New York
$700K -$133K -608 -16%
DSC
890
Duncker Streett & Co
Missouri
$700K – – –
CGL
891
Clarius Group LLC
Washington
$696K +$23K +105 +3%
IWC
892
Integrated Wealth Concepts
Massachusetts
$695K -$254K -1,163 -27%
EI
893
Ellevest Inc
New York
$695K +$21.2K +97 +3%
PGA
894
Portland Global Advisors
Maine
$692K +$692K +3,165 New
RB
895
Rodgers Brothers
Pennsylvania
$689K -$21.9K -100 -3%
SWM
896
Spire Wealth Management
Virginia
$688K -$2.67M -12,190 -79%
NO
897
Ninety One
South Africa
$687K -$20.9K -96 -3%
BFA
898
Bill Few Associates
Pennsylvania
$685K – – –
FFA
899
Florida Financial Advisors
Florida
$684K -$3.94K -18 -0.6%
GIA
900
Gateway Investment Advisers
Ohio
$683K -$23.8K -109 -3%
34 35
36
37 38