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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 %
MLA
901
My Legacy Advisors
Oregon
$683K +$77.5K +361 +13%
SQA
902
Simon Quick Advisors
New Jersey
$682K +$48.3K +221 +8%
DA
903
Dover Advisors
Virginia
$678K -$476K -2,177 -41%
DWM
904
Dakota Wealth Management
Florida
$670K +$7.65K +35 +1%
VC
905
Vicus Capital
Pennsylvania
$667K +$2.41K +11 +0.4%
NSAM
906
North Star Asset Management
Wisconsin
$662K – – –
SCM
907
SOL Capital Management
Maryland
$662K – – –
FC
908
Farringdon Capital
United Kingdom
$655K +$655K +2,994 New
GFP
909
Gryphon Financial Partners
Ohio
$653K +$130K +596 +25%
DIM
910
Delta Investment Management
California
$653K -$5.03K -23 -0.8%
PFA
911
Pure Financial Advisors
California
$648K +$206K +941 +47%
MC
912
Moors & Cabot
Massachusetts
$637K +$257K +1,177 +68%
MSCM
913
McElhenny Sheffield Capital Management
Texas
$633K +$183K +838 +41%
SL
914
SWMG LLC
Texas
$629K +$75.1K +364 +14%
SG
915
Strid Group
Pennsylvania
$628K – – –
KA
916
Kearns & Associates
California
$625K – – –
MCM
917
McRae Capital Management
New Jersey
$623K -$10.9K -50 -2%
AWA
918
Archvest Wealth Advisors
California
$621K – – –
ACM
919
Aster Capital Management
United Arab Emirates
$617K +$197K +902 +47%
SWM
920
Sterling Wealth Management
Illinois
$616K +$616K +2,818 New
AWM
921
Aprio Wealth Management
Georgia
$615K -$29.7K -136 -5%
MWM
922
Meritas Wealth Management
California
$613K – – –
SPC
923
Spirepoint Private Client
Florida
$612K -$875 -4 -0.1%
PCH
924
PGIM Custom Harvest
New Jersey
$612K -$2.41K -11 -0.4%
PPWP
925
Premier Path Wealth Partners
New Jersey
$611K +$28K +128 +5%
35 36
37
38 39