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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 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,584
Holders Change
-21
Holders Change %
-1.31%
% 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
123
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 %
FOA
1201
Five Oceans Advisors
California
$277K -$5.47K -25 -2%
UW
1202
Unique Wealth
Florida
$276K +$27.5K +126 +11%
FA
1203
Fiduciary Alliance
South Carolina
$276K +$73K +334 +36%
NEPPG
1204
New England Professional Planning Group
Rhode Island
$276K – – –
VIA
1205
Victrix Investment Advisors
Florida
$275K – – –
YIA
1206
YHB Investment Advisors
Connecticut
$275K – – –
TFCP
1207
Twin Focus Capital Partners
Massachusetts
$274K – – –
GVAG
1208
Great Valley Advisor Group
Delaware
$273K -$656 -3 -0.2%
EFM
1209
E Fund Management
China
$273K -$3.28K -15 -1%
CPA
1210
Court Place Advisors
Maryland
$273K – – –
VCM
1211
Versant Capital Management
Arizona
$272K -$3.06K -14 -1%
OFS
1212
OneAscent Financial Services
Alabama
$271K -$418K -1,920 -61%
HWP
1213
Hibernia Wealth Partners
Louisiana
$270K +$270K +1,238 New
RSWM
1214
Robertson Stephens Wealth Management
California
$270K -$47.7K -218 -15%
SMG
1215
Smart Money Group
Texas
$269K +$1.09K +5 +0.4%
BFWA
1216
Benchmark Financial Wealth Advisors
Florida
$267K +$6.78K +31 +3%
NAAA
1217
New Age Alpha Advisors
New York
$266K -$36.7K -168 -12%
SIM
1218
Stratos Investment Management
Ohio
$265K +$656 +3 +0.2%
OIS
1219
OneAscent Investment Solutions
Alabama
$265K -$3.94K -18 -1%
NED
1220
Nancy E. Dempze
$265K – – –
DWAM
1221
Duncan Williams Asset Management
Tennessee
$263K +$219 +1 +0.1%
MF
1222
Magnetar Financial
Illinois
$263K +$263K +1,201 New
GFL
1223
Granite FO LLC
New Hampshire
$262K – – –
PFA
1224
Pathway Financial Advisors
Vermont
$262K – – –
SB
1225
Sunflower Bank
Texas
$262K +$3.5K +16 +1%
47 48
49
50 51