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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
1
Capital Research Global Investors
California
$2.14B
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$500M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.2B
4
Amundi
4
Amundi
France
$615M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.02B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.38B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$111M
3
Ameriprise
3
Ameriprise
Minnesota
$1.49B
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.91M
5
AIM
5
Alphinity Investment Management
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
1376
Kozak & Associates
Colorado
$90.5K -$5.56K -26 -6%
DFA
1377
DHJJ Financial Advisors
Illinois
$89.6K – – –
NECFA
1378
New England Capital Financial Advisors
Connecticut
$89.1K – – –
MAM
1379
Morse Asset Management
Connecticut
$88.5K +$15.5K +71 +21%
RTC
1380
Riverview Trust Company
Washington
$87.5K -$155K -710 -64%
RCM
1381
Raleigh Capital Management
North Carolina
$84.2K -$7.88K -36 -9%
DI
1382
DAGCO Inc
Ohio
$83.5K +$81.7K +374 +4,675%
AA
1383
Addison Advisors
Vermont
$83.3K -$3.28K -15 -4%
SCA
1384
Stuart Chaussee & Associates
California
$81.8K – – –
CWM
1385
Centricity Wealth Management
Ohio
$81.3K – – –
M
1386
MOTCO
Texas
$79.3K +$4.18K +21 +6%
SCM
1387
Silvant Capital Management
Georgia
$78.3K – – –
SIS
1388
Sound Income Strategies
Florida
$77.8K +$71.9K +329 +1,219%
KIM
1389
Kestra Investment Management
Texas
$75.7K – – –
HWA
1390
Heritage Wealth Advisors
Virginia
$73.7K – – –
DWA
1391
Dougherty Wealth Advisers
Minnesota
$73K – – –
AT
1392
Arlington Trust
Alabama
$72.6K +$1.09K +5 +2%
SSG
1393
Summit Securities Group
New York
$72.6K +$72.6K +332 New
PSFG
1394
Park Square Financial Group
Georgia
$72.2K +$219 +1 +0.3%
WB
1395
Webster Bank
Connecticut
$71.7K – – –
MAM
1396
Meeder Asset Management
Ohio
$71.5K +$11.2K +51 +18%
TPWA
1397
Twin Peaks Wealth Advisors
California
$67.5K +$67.5K +330 New
HWM
1398
HighMark Wealth Management
Minnesota
$67.2K – – –
STB
1399
S&T Bank
Pennsylvania
$66.7K -$27.3K -125 -29%
CA
1400
CoreCap Advisors
Michigan
$65.8K +$2.84K +13 +5%
54 55
56
57 58