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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
21.24%
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 %
TPW
1101
Talon Private Wealth
Florida
$359K – – –
RCA
1102
Resonant Capital Advisors
Wisconsin
$358K +$35.2K +161 +11%
WPW
1103
Waldron Private Wealth
Pennsylvania
$356K -$25.6K -117 -7%
RCAG
1104
Rehmann Capital Advisory Group
Michigan
$355K +$25.4K +116 +8%
RMDI
1105
R.M. Davis Inc
Maine
$354K -$39.4K -180 -10%
LFG
1106
Lockerman Financial Group
California
$354K -$12.7K -58 -3%
BA
1107
Bellwether Advisors
Nebraska
$353K -$656 -3 -0.2%
LJHT
1108
Laurie J. Hall Trustee
$352K – – –
MSFP
1109
Mark Sheptoff Financial Planning
Connecticut
$352K – – –
PHAM
1110
Palisades Hudson Asset Management
Florida
$351K – – –
SI
1111
Sava Infond
Slovenia
$350K – – –
VCA
1112
Verdence Capital Advisors
Maryland
$348K +$32.6K +149 +10%
TWA
1113
TCI Wealth Advisors
Arizona
$347K -$4.15K -19 -1%
LGWM
1114
Litman Gregory Wealth Management
California
$347K – – –
GM
1115
GeoWealth Management
Illinois
$346K +$68.2K +312 +25%
CAM
1116
Carret Asset Management
New York
$345K -$2.19K -10 -0.6%
CM
1117
Capital Management
Virginia
$345K – – –
DA
1118
Detalus Advisors
Missouri
$345K – – –
CCA
1119
Childress Capital Advisors
Texas
$345K +$94.5K +432 +38%
VC
1120
Veracity Capital
Georgia
$345K +$6.12K +28 +2%
RBC
1121
Roble Belko & Company
Pennsylvania
$342K – – –
OF
1122
Optimize Financial
California
$342K -$2.19K -10 -0.6%
DMBA
1123
Deseret Mutual Benefit Administrators
Utah
$338K – – –
DJSG
1124
D.J. St. Germain
Massachusetts
$338K +$13.6K +62 +4%
AFT
1125
Alpha Family Trust
California
$338K – – –
43 44
45
46 47