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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 %
MPPW
1276
Mitchell & Pahl Private Wealth
Oklahoma
$225K -$35.4K -162 -14%
NS
1277
NBC Securities
Alabama
$225K +$135K +618 +149%
LAM
1278
Longboard Asset Management
Arizona
$225K – – –
MIC
1279
Means Investment Company
Maine
$223K +$219 +1 +0.1%
HWA
1280
HHM Wealth Advisors
Tennessee
$223K – – –
DWM
1281
Destination Wealth Management
California
$221K -$5.03K -23 -2%
DCM
1282
Dudley Capital Management
Virginia
$221K – – –
MAG
1283
Members Advisory Group
New York
$221K – – –
MA
1284
MONECO Advisors
Connecticut
$221K +$4.37K +20 +2%
CCMG
1285
Clark Capital Management Group
Pennsylvania
$220K -$16.2K -74 -7%
PFM
1286
Patton Fund Management
Texas
$220K +$220K +1,004 New
MFIM
1287
Mesirow Financial Investment Management
Illinois
$219K +$10.3K +47 +5%
AWA
1288
Arete Wealth Advisors
Illinois
$219K +$5.9K +27 +3%
CCG
1289
Cypress Capital Group
Florida
$219K -$185K -848 -46%
OCM
1290
One Capital Management
California
$218K +$25.6K +117 +13%
MAM
1291
McLean Asset Management
Virginia
$218K +$4.47K +21 +2%
TWM
1292
Topsail Wealth Management
North Carolina
$218K -$5.9K -27 -3%
RWRC
1293
R.W. Roge & Company
New York
$218K – – –
IAS
1294
Investment Advisory Services
Texas
$217K +$19.2K +88 +10%
USCWA
1295
U.S. Capital Wealth Advisors
Texas
$217K +$9.62K +44 +5%
DE
1296
Diversified Enterprises
Delaware
$216K -$9.4K -43 -4%
PP
1297
Patron Partners
Texas
$216K -$3.5K -16 -2%
CT
1298
Chicago Trust
Illinois
$216K +$30.2K +138 +16%
NA
1299
Nordwand Advisors
Pennsylvania
$216K +$216K +987 New
KA
1300
Klingman & Associates
New York
$215K +$215K +984 New
50 51
52
53 54