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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 %
BBA
1226
Braun-Bostich & Associates
Pennsylvania
$261K -$19K -87 -7%
AWE
1227
Avidian Wealth Enterprises
Texas
$261K -$5.9K -27 -2%
TWP
1228
Tyche Wealth Partners
Texas
$260K -$2.84K -13 -1%
CFO
1229
CVA Family Office
Colorado
$260K +$13.1K +60 +5%
BB
1230
Busey Bank
Illinois
$259K -$29.3K -134 -10%
GBT
1231
Grove Bank & Trust
Florida
$259K -$9.62K -44 -4%
NCM
1232
Northside Capital Management
Oregon
$259K – – –
MPM
1233
MBB Public Markets
Illinois
$257K -$57.5K -263 -18%
WB
1234
WesBanco Bank
West Virginia
$257K +$18.6K +85 +8%
MWM
1235
Meridian Wealth Management
Kentucky
$256K +$58.8K +269 +30%
SCP
1236
Sivia Capital Partners
California
$256K -$15.1K -69 -6%
ASG
1237
Ariston Services Group
California
$255K +$19.5K +89 +8%
AW
1238
Alteri Wealth
California
$255K -$48.5K -222 -16%
CCFM
1239
Clear Creek Financial Management
Washington
$255K +$255K +1,166 New
FHA
1240
Flagship Harbor Advisors
Massachusetts
$254K +$2.19K +10 +0.9%
MAWA
1241
Moss Adams Wealth Advisors
Washington
$253K +$23.6K +108 +10%
WDC
1242
Woodward Diversified Capital
California
$251K +$251K +1,148 New
Simplex Trading
1243
Simplex Trading
Illinois
$251K +$251K +1,152 New
RPSA
1244
Richard P. Slaughter Associates
Texas
$249K – – –
SW
1245
Schulz Wealth
Texas
$248K – – –
RMC
1246
Resources Management Corp
Connecticut
$246K – – –
SAG
1247
SageView Advisory Group
California
$246K -$11.6K -56 -4%
APP
1248
Avantax Planning Partners
Iowa
$241K – – –
PAM
1249
Paradigm Asset Management
New York
$241K +$241K +1,100 New
PWM
1250
Pines Wealth Management
North Carolina
$240K -$12.7K -59 -5%
48 49
50
51 52