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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 %
SFS
1126
Stiles Financial Services
Minnesota
$335K +$28.9K +132 +9%
B
1127
Bailard
California
$335K -$8.96K -41 -3%
DWM
1128
Drive Wealth Management
Utah
$332K +$7.43K +34 +2%
SW
1129
SlateStone Wealth
Florida
$332K -$3.72K -17 -1%
SIM
1130
Sentry Investment Management
Wisconsin
$332K – – –
JWWM
1131
Johnson & White Wealth Management
Pennsylvania
$332K – – –
NFC
1132
Northeast Financial Consultants
Connecticut
$331K – – –
SCM
1133
SCS Capital Management
Massachusetts
$329K -$33.2K -152 -9%
YIM
1134
Yoffe Investment Management
Pennsylvania
$328K – – –
NFG
1135
Nations Financial Group
Iowa
$328K +$3.94K +18 +1%
SWA
1136
Sax Wealth Advisors
New Jersey
$326K +$81.8K +374 +33%
CWM
1137
Cahaba Wealth Management
Georgia
$326K -$57.3K -262 -15%
CT
1138
Colonial Trust
South Carolina
$326K +$29.3K +134 +10%
PWMG
1139
Prestige Wealth Management Group
New Jersey
$325K +$5.25K +24 +2%
QP
1140
Quartz Partners
New York
$323K +$323K +1,476 New
PP
1141
PFS Partners
New Jersey
$321K +$7.87K +36 +3%
PA
1142
Prossimo Advisors
California
$321K -$102K -469 -24%
GS
1143
GTS Securities
New York
$320K -$170K -777 -35%
ESB
1144
Essex Savings Bank
Connecticut
$320K +$13.6K +62 +4%
TM
1145
TigerOak Management
New Mexico
$319K -$4.37K -20 -1%
MSE
1146
MUFG Securities EMEA
United Kingdom
$318K +$318K +1,456 New
Fayez Sarofim & Co
1147
Fayez Sarofim & Co
Texas
$317K – – –
BI
1148
Bolthouse Investments
California
$314K – – –
BONH
1149
Bank of New Hampshire
New Hampshire
$314K – – –
SIM
1150
Synergy Investment Management
Florida
$312K – – –
44 45
46
47 48