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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 %
GC
1051
Gilbert & Cook
Iowa
$404K – – –
FMP
1052
Financial Management Professionals
Texas
$403K +$350K +1,600 +664%
AWA
1053
AGH Wealth Advisors
Kansas
$401K +$6.78K +31 +2%
RWM
1054
Revisor Wealth Management
Ohio
$401K +$115K +537 +40%
HI
1055
Harbour Investments
Wisconsin
$399K +$125K +572 +46%
DA
1056
Dillon & Associates
Michigan
$398K +$3.72K +17 +0.9%
LWP
1057
LeClair Wealth Partners
Ohio
$398K -$219 -1 -0.1%
GWANC
1058
Guardian Wealth Advisors (North Carolina)
North Carolina
$396K -$9.84K -45 -2%
EW
1059
Evoke Wealth
California
$396K -$24.3K -111 -6%
DWM
1060
Dogwood Wealth Management
Kansas
$395K -$233K -1,094 -37%
IFU
1061
iSAM Funds (UK)
United Kingdom
$394K +$394K +1,802 New
PAS
1062
Point72 Asia (Singapore)
Singapore
$393K +$393K +1,796 New
EL
1063
EWA LLC
Pennsylvania
$391K +$1.53K +7 +0.4%
VAG
1064
VisionPoint Advisory Group
Texas
$391K +$391K +1,787 New
AWM
1065
Angeles Wealth Management
California
$390K +$44.6K +204 +13%
NHT
1066
New Hampshire Trust
New Hampshire
$389K – – –
KFA
1067
Kelleher Financial Advisors
New York
$389K +$389K +1,777 New
ML
1068
Mayport LLC
Massachusetts
$388K +$1.09K +5 +0.3%
FDCP
1069
Foster Dykema Cabot & Partners
Massachusetts
$386K +$79.6K +364 +26%
SWA
1070
Stratos Wealth Advisors
Ohio
$385K -$1.31K -6 -0.3%
NPF
1071
Norris Perne & French
Michigan
$384K – – –
FC
1072
FORA Capital
Florida
$383K -$694K -3,173 -64%
PI
1073
PFG Investments
New York
$383K -$132K -604 -26%
DAS
1074
Dynamic Advisor Solutions
Arizona
$382K -$24.5K -112 -6%
FWA
1075
FSM Wealth Advisors
Ohio
$380K +$23.4K +110 +7%
41 42
43
44 45