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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 %
WS
951
Wela Strategies
Georgia
$542K +$33.9K +155 +7%
AIP
952
ARS Investment Partners
New York
$542K – – –
MA
953
Montag & Associates
Georgia
$541K – – –
LGF
954
LGT Group Foundation
Liechtenstein
$541K – – –
SWP
955
Strategic Wealth Partners
Ohio
$540K +$540K +2,470 New
SWAG
956
Spectrum Wealth Advisory Group
California
$537K +$219 +1 +0%
IA
957
IFC Advisors
California
$535K -$15.5K -71 -3%
KP
958
Keel Point
Alabama
$534K +$32.8K +150 +7%
AWM
959
Aberdeen Wealth Management
Illinois
$533K – – –
SAW
960
Signal Advisors Wealth
Michigan
$532K -$3.06K -14 -0.6%
GP
961
Geneva Partners
Wisconsin
$527K -$3.66M -16,736 -87%
RIM
962
Reliant Investment Management
Tennessee
$527K -$4.92M -22,493 -90%
FWM
963
Foguth Wealth Management
Michigan
$527K -$9.4K -43 -2%
CBUSF
964
Construction & Building Unions Superannuation Fund
Australia
$525K -$437K -2,000 -45%
GCP
965
GSA Capital Partners
United Kingdom
$524K +$524K +2,398 New
PCA
966
Pallas Capital Advisors
Massachusetts
$522K -$209K -958 -29%
EHWM
967
Eads & Heald Wealth Management
Georgia
$521K -$16.4K -75 -3%
PMSA
968
Patrick M. Sweeney & Associates
Illinois
$519K +$9.68K +45 +2%
JWCA
969
J.W. Cole Advisors
Florida
$517K +$139K +638 +37%
PIA
970
Powell Investment Advisors
Florida
$516K – – –
PSP
971
Principal Street Partners
Tennessee
$512K +$256K +1,171 +100%
ALAM
972
Asahi Life Asset Management
Japan
$512K +$512K +2,340 New
JHP
973
James Hambro & Partners
United Kingdom
$509K -$106K -485 -17%
SMF
974
Scott Marsh Financial
Utah
$508K +$508K +2,324 New
JFL
975
Jarislowsky, Fraser Ltd
Quebec, Canada
$508K +$136K +623 +37%
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