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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 %
MCWA
1301
Meadow Creek Wealth Advisors
Georgia
$213K -$25.4K -116 -11%
MM
1302
MQS Management
New York
$213K -$577K -2,638 -73%
MSFS
1303
Main Street Financial Solutions
Pennsylvania
$213K -$171K -783 -45%
AP
1304
Appleton Partners
Massachusetts
$213K – – –
PL
1305
Plancorp LLC
Missouri
$212K +$3.06K +14 +1%
NG
1306
Norden Group
Utah
$212K +$11.1K +51 +6%
VF
1307
Vest Financial
Virginia
$212K – – –
FP
1308
Fiduciary Planning
Florida
$211K +$656 +3 +0.3%
HTC
1309
Haverford Trust Company
Pennsylvania
$210K -$16.6K -76 -7%
BOM
1310
Bank of Marin
California
$209K +$25.1K +115 +14%
BWL
1311
Bogart Wealth LLC
Virginia
$209K +$19K +87 +10%
APW
1312
Austin Private Wealth
Texas
$208K -$117K -533 -36%
BONST
1313
Bank of Nova Scotia Trust
Ontario, Canada
$207K +$13.1K +60 +7%
OFO
1314
OneAscent Family Office
Alabama
$207K -$235K -1,072 -53%
UAG
1315
United Advisor Group
Ohio
$207K +$207K +945 New
HIG
1316
Heritage Investment Group
Florida
$206K – – –
KFS
1317
Kelly Financial Services
Massachusetts
$204K +$3.5K +16 +2%
FHC
1318
First Heartland Consultants
Missouri
$204K +$204K +934 New
PWM
1319
Palumbo Wealth Management
New York
$204K -$4.15K -19 -2%
PIA
1320
Pinion Investment Advisors
Kansas
$203K +$19K +87 +10%
BHBT
1321
Burke & Herbert Bank & Trust
Virginia
$203K – – –
OCM
1322
Osterweis Capital Management
California
$203K +$202K +922 +18,440%
HBS
1323
Howard Bailey Securities
Indiana
$201K +$201K +919 New
OPWM
1324
Oxinas Partners Wealth Management
Indiana
$200K – – –
FHA
1325
First Horizon Advisors
Tennessee
$197K +$41.1K +188 +26%
51 52
53
54 55