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Marsh & McLennan
MMC

Overview Fund Activity

1,583 hedge funds and large institutions have $96.7B invested in Marsh & McLennan in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 611 increasing their positions, 586 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,583
Holders Change
-22
Holders Change %
-1.37%
% of All Funds
21.23%
Holding in Top 10
19
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-47.22%
% of All Funds
0.25%
New
126
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
$2.14B
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$500M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.2B
4
Amundi
Amundi
France
$615M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.02B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.38B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$111M
3
Ameriprise
Ameriprise
Minnesota
$1.49B
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.91M
5
AIM
Alphinity Investment Management
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GEM
1251
Global Endowment Management
North Carolina
$239K +$23.8K +109 +11%
AAM
1252
Aureus Asset Management
Massachusetts
$239K +$31.9K +146 +15%
TSWM
1253
Tyler-Stone Wealth Management
Ohio
$238K -$12.7K -58 -5%
WMA
1254
Wealth Management Associates
New Jersey
$237K -$35.4K -162 -13%
TB
1255
Terril Brothers
Missouri
$236K +$6.56K +30 +3%
Wolverine Trading
1256
Wolverine Trading
Illinois
$235K -$314K -1,449 -57%
GAB
1257
German American Bancorp
Indiana
$235K -$10.9K -50 -4%
HC
1258
Hamilton Capital
Ohio
$234K +$15.3K +70 +7%
MWM
1259
Modern Wealth Management
Kansas
$233K -$23.6K -108 -9%
ACM
1260
AlphaStar Capital Management
North Carolina
$233K +$233K +1,064 New
AA
1261
Ancora Advisors
Ohio
$232K +$144K +660 +164%
AA
1262
Advisory Alpha
Michigan
$232K +$2.63K +12 +1%
OWP
1263
Obermeyer Wealth Partners
Colorado
$232K +$7.65K +35 +3%
AFP
1264
Alpha Financial Partners
Kentucky
$231K -$4.59K -21 -2%
MSWM
1265
McGlone Suttner Wealth Management
Wisconsin
$230K +$6.34K +29 +3%
RP
1266
Riverwater Partners
Wisconsin
$230K +$4.81K +22 +2%
VC
1267
Vestor Capital
Illinois
$230K +$130K +1,658 +129%
FAM
1268
Fulcrum Asset Management
United Kingdom
$230K +$230K +1,050 New
OWM
1269
OneAscent Wealth Management
Alabama
$229K +$13.1K +60 +6%
SC
1270
Sapient Capital
Indiana
$229K -$656 -3 -0.3%
EI
1271
eCIO Inc
Wisconsin
$228K -$1.53K -7 -0.7%
HCM
1272
HMS Capital Management
Tennessee
$228K – – –
MCM
1273
MV Capital Management
Maryland
$227K -$1.53K -7 -0.7%
RC
1274
Roundview Capital
New Jersey
$227K +$32.1K +147 +17%
BCG
1275
BayBridge Capital Group
California
$226K +$656 +3 +0.3%
49 50
51
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