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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 %
FA
926
Faithward Advisors
Pennsylvania
$610K -$13.8K -63 -2%
CCA
927
Coign Capital Advisors
Utah
$605K +$12K +55 +2%
WCM
928
Wellington Capital Management
Maryland
$603K +$603K +2,760 New
4WM
929
44 Wealth Management
Oregon
$601K +$25.8K +118 +4%
Nomura Holdings
930
Nomura Holdings
Japan
$599K -$2.79M -12,754 -82%
SWA
931
SOA Wealth Advisors
New York
$595K +$221K +1,012 +59%
AT
932
Avalon Trust
New Mexico
$593K – – –
PCM
933
Penserra Capital Management
California
$591K -$968K -4,430 -62%
GAM
934
Groupama Asset Management
France
$587K -$55.8K -257 -9%
CAI
935
Capital Advisors Inc
Oklahoma
$583K +$5.25K +24 +0.9%
WPW
936
Warther Private Wealth
Ohio
$579K -$10.9K -50 -2%
NAS
937
Nicolet Advisory Services
Wisconsin
$578K -$56K -283 -9%
AWA
938
Amplius Wealth Advisors
Pennsylvania
$576K -$2.19K -10 -0.4%
BRM
939
Boston Research & Management
Massachusetts
$572K – – –
FCM
940
Fogel Capital Management
Florida
$572K +$572K +2,614 New
TA
941
TFB Advisors
Kansas
$566K +$875 +4 +0.2%
CWM
942
C2C Wealth Management
Arizona
$564K – – –
FAIM
943
Financial Advocates Investment Management
Washington
$560K +$80.7K +369 +17%
WKWM
944
Walter & Keenan Wealth Management
Indiana
$558K +$2.19K +10 +0.4%
SPC
945
Sigma Planning Corp
Michigan
$553K +$60.1K +275 +12%
MFA
946
Mayflower Financial Advisors
Massachusetts
$549K +$83.3K +381 +18%
EFA
947
Evernest Financial Advisors
Indiana
$549K +$73.5K +336 +15%
MUAMU
948
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$547K -$656K -3,000 -55%
BCB
949
Brian C. Broderick
$547K – – –
AIM
950
Advyzon Investment Management
Illinois
$544K +$23.2K +106 +4%
36 37
38
39 40