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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 %
TPI
1026
Trust Point Inc
Wisconsin
$432K +$33.9K +155 +9%
Koshinski Asset Management
1027
Koshinski Asset Management
Illinois
$431K +$62.1K +284 +17%
WCM
1028
Wallace Capital Management
Texas
$429K – – –
GWA
1029
Gratus Wealth Advisors
Virginia
$425K – – –
NFC
1030
Northstar Financial Companies
Pennsylvania
$424K +$33.5K +153 +9%
CFG
1031
CKW Financial Group
Hawaii
$424K +$871 +4 +0.2%
ECM
1032
Evergreen Capital Management
Washington
$424K -$12.9K -59 -3%
PFBT
1033
Parkside Financial Bank & Trust
Missouri
$424K +$87.9K +402 +26%
SWP
1034
Stratos Wealth Partners
Ohio
$422K -$17.3K -79 -4%
OCG
1035
Opus Capital Group
Ohio
$421K – – –
JCM
1036
Jacobi Capital Management
Pennsylvania
$418K +$140K +640 +50%
JIC
1037
Joel Isaacson & Co
New York
$416K +$105K +478 +34%
CFP
1038
Catalyst Financial Partners
Massachusetts
$415K +$12.5K +57 +3%
AWM
1039
Avior Wealth Management
Nebraska
$414K -$13.6K -62 -3%
APW
1040
Acima Private Wealth
Virginia
$411K – – –
WCA
1041
Westover Capital Advisors
Delaware
$410K -$875 -4 -0.2%
GIA
1042
Gladstone Institutional Advisory
Florida
$409K +$5.25K +24 +1%
QIM
1043
Quantitative Investment Management
Virginia
$408K -$5.5M -25,201 -93%
NAM
1044
NorthCrest Asset Manangement
Minnesota
$407K +$156K +723 +62%
CI
1045
Corient IA
Florida
$407K – – –
TC
1046
TFR Capital
Texas
$406K +$10.5K +48 +3%
WCWM
1047
Willow Creek Wealth Management
California
$405K – – –
CAU
1048
Caxton Associates (UK)
$405K +$405K +1,854 New
HWMO
1049
Heritage Wealth Management (Ohio)
Ohio
$405K – – –
TI
1050
TrueMark Investments
Illinois
$405K +$405K +1,852 New
40 41
42
43 44