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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 %
TBA
1001
Tower Bridge Advisors
Pennsylvania
$464K – – –
AAP
1002
Arax Advisory Partners
Colorado
$463K +$53.6K +143 +13%
SHWM
1003
Smith & Howard Wealth Management
Georgia
$459K – – –
MWM
1004
Modera Wealth Management
New Jersey
$459K -$8.31K -38 -2%
TCWA
1005
Turtle Creek Wealth Advisors
Texas
$457K +$457K +2,089 New
CAM
1006
Congress Asset Management
Massachusetts
$456K – – –
ACM
1007
Andina Capital Management
Utah
$456K +$12.9K +59 +3%
CA
1008
Cornerstone Advisory
Maryland
$451K +$11.6K +53 +3%
GLA
1009
Good Life Advisors
Pennsylvania
$450K -$25.1K -115 -5%
CG
1010
Cynosure Group
Utah
$448K -$3.5K -16 -0.8%
TWA
1011
Talisman Wealth Advisors
New Jersey
$448K -$10.9K -50 -2%
SWM
1012
Stockman Wealth Management
Montana
$447K -$65.6K -300 -13%
KIG
1013
Kessler Investment Group
Indiana
$446K -$23K -105 -5%
SAI
1014
Savvy Advisors Inc
New York
$446K +$95.6K +437 +27%
LFA
1015
Legacy Financial Advisors
Kentucky
$444K -$68K -311 -13%
MIM
1016
Merrion Investment Management
New Jersey
$444K – – –
TC
1017
TownSquare Capital
Utah
$440K -$2.48M -11,343 -85%
Capstone Investment Advisors
1018
Capstone Investment Advisors
New York
$438K +$438K +2,004 New
HCM
1019
Hutchinson Capital Management
California
$437K -$305K -1,395 -41%
KCM
1020
Kornitzer Capital Management
Kansas
$437K – – –
RFN
1021
RDA Financial Network
Iowa
$437K +$35K +160 +9%
SCI
1022
S&CO Inc
Massachusetts
$437K – – –
OL
1023
Optas LLC
Texas
$437K -$6.12K -28 -1%
FMLI
1024
Fukoku Mutual Life Insurance
Japan
$434K – – –
KCM
1025
Kanawha Capital Management
Virginia
$433K +$4.81K +22 +1%
39 40
41
42 43