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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 %
LAS
1176
Legacy Advisory Services
Pennsylvania
$296K +$1.31K +6 +0.4%
RHJA
1177
Rice Hall James & Associates
California
$295K – – –
RT
1178
Rockland Trust
Massachusetts
$293K +$92.9K +425 +46%
FMII
1179
Farmers & Merchants Investments Inc
Nebraska
$293K – – –
HWA
1180
HCR Wealth Advisors
California
$293K – – –
MEG
1181
Millstone Evans Group
Colorado
$290K – – –
HCM
1182
Hollencrest Capital Management
California
$289K – – –
DW30
1183
Drucker Wealth 3.0
New Jersey
$289K +$88.7K +414 +44%
TWM
1184
Trueblood Wealth Management
Ohio
$287K +$656 +3 +0.2%
RPC
1185
Rossmore Private Capital
Connecticut
$287K -$42.9K -196 -13%
VA
1186
VestGen Advisors
Illinois
$287K -$51.8K -237 -15%
GPW
1187
Genesis Private Wealth
Virginia
$287K +$4.15K +19 +1%
VCP
1188
Verus Capital Partners
Arizona
$286K -$7.87K -36 -3%
SGWM
1189
Sterling Group Wealth Management
California
$285K -$21.2K -97 -7%
PWG
1190
Portside Wealth Group
Utah
$284K +$5.69K +26 +2%
WCM
1191
WealthBridge Capital Management
Ohio
$284K -$38K -174 -12%
CCI
1192
Credit Capital Investments
New Jersey
$284K +$284K +1,300 New
QL
1193
Quarry LP
New York
$284K +$92.3K +422 +48%
JSSH
1194
J. Safra Sarasin Holding
$283K +$283K +1,293 New
OL
1195
OneFund LLC
Florida
$282K -$2.4K -11 -0.8%
GKWIM
1196
Gerber Kawasaki Wealth & Investment Management
California
$282K +$3.72K +17 +1%
CWG
1197
Cornerstone Wealth Group
North Carolina
$282K +$1.09K +5 +0.4%
NPA
1198
Nichols & Pratt Advisers
Massachusetts
$279K – – –
TCOV
1199
Trust Company of Vermont
Vermont
$278K -$2.19K -10 -0.8%
PL
1200
Parthenon LLC
Kentucky
$277K +$12.2K +56 +5%
46 47
48
49 50