MMC icon

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
21.24%
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 %
TW
1076
TritonPoint Wealth
Maryland
$379K -$6.34K -29 -2%
RIL
1077
Rothschild Investment LLC
Illinois
$377K -$25.1K -115 -6%
Fisher Asset Management
1078
Fisher Asset Management
Washington
$376K -$98.4K -450 -21%
DWP
1079
Daymark Wealth Partners
Ohio
$375K +$107K +489 +40%
SWM
1080
SeaCrest Wealth Management
New York
$375K -$5.25K -24 -1%
CPIG
1081
Chicago Partners Investment Group
Illinois
$374K +$16.6K +79 +5%
RMCM
1082
Reynders McVeigh Capital Management
Massachusetts
$374K -$13.1K -60 -3%
DWA
1083
Douglass Winthrop Advisors
New York
$373K – – –
MA
1084
MCF Advisors
Kentucky
$373K – – –
IGAM
1085
iA Global Asset Management
Quebec, Canada
$372K -$12.5M -57,032 -97%
AAMC
1086
Asset Allocation & Management Company
Illinois
$372K – – –
JAG
1087
Journey Advisory Group
Kentucky
$372K – – –
IP
1088
Investment Partners
Ohio
$371K +$1.31K +6 +0.4%
CBB
1089
Citizens Business Bank
California
$369K -$85.3K -206 -19%
GLA
1090
Great Lakes Advisors
Illinois
$368K -$160K -734 -30%
UB
1091
Umpqua Bank
Oregon
$368K +$46.5K +218 +14%
GWM
1092
Geneos Wealth Management
Colorado
$368K -$63.4K -290 -15%
AP
1093
Advisors Preferred
Maryland
$367K +$367K +1,685 New
AC
1094
ASB Consultores
Florida
$366K +$52.9K +242 +17%
KC
1095
Kinloch Capital
Virginia
$366K – – –
PWAM
1096
Private Wealth Asset Management
Iowa
$365K +$15.1K +69 +4%
SRL
1097
Scientech Research LLC
New Jersey
$364K +$364K +1,667 New
WS
1098
Wedbush Securities
California
$363K +$137K +628 +61%
MWA
1099
Meridian Wealth Advisors
Texas
$361K +$656 +3 +0.2%
RW
1100
RVW Wealth
California
$359K -$8.09K -37 -2%
42 43
44
45 46