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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 %
WANY
976
Wealthspire Advisors (New York)
New York
$507K -$266K -1,219 -34%
DOA
977
D'Orazio & Associates
Virginia
$500K -$13.1K -60 -3%
AA
978
Alta Advisers
United Kingdom
$498K – – –
ACM
979
Advisors Capital Management
New Jersey
$492K -$36.3K -166 -7%
IWM
980
IHT Wealth Management
Illinois
$492K -$12K -55 -2%
BAM
981
Blueshift Asset Management
New Jersey
$492K +$492K +2,248 New
BAM
982
Berkshire Asset Management
Pennsylvania
$491K -$36.3K -166 -7%
IA
983
Intellus Advisors
Florida
$490K – – –
CCP
984
Clarkston Capital Partners
Michigan
$486K +$109K +500 +29%
BRWA
985
B. Riley Wealth Advisors
Florida
$485K +$485K +2,218 New
LAM
986
L2 Asset Management
Massachusetts
$483K +$28K +128 +6%
FCG
987
Fielder Capital Group
Tennessee
$482K -$39.1K -179 -8%
BCM
988
Brookstone Capital Management
Illinois
$482K +$23.6K +108 +5%
AF
989
Atala Financial
California
$481K – – –
PIM
990
Penobscot Investment Management
Massachusetts
$479K -$437 -2 -0.1%
UFF
991
USA Financial Formulas
Michigan
$478K +$82.2K +376 +21%
PCM
992
Parsons Capital Management
Rhode Island
$475K – – –
BAM
993
BTS Asset Management
Massachusetts
$473K +$473K +2,164 New
PA
994
Procyon Advisors
Connecticut
$472K -$93.6K -428 -17%
EC
995
EntryPoint Capital
New York
$470K +$190K +871 +68%
CCWM
996
Cassaday & Co Wealth Management
Virginia
$469K +$9.84K +45 +2%
EA
997
Everpar Advisors
Oklahoma
$468K +$26.7K +122 +6%
WFA
998
WestHill Financial Advisors
California
$466K – – –
MG
999
Mather Group
Illinois
$466K -$8.53K -39 -2%
EB
1000
Eastern Bank
Massachusetts
$465K – – –
38 39
40
41 42