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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
21.23%
Holding in Top 10
19
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-47.22%
% of All Funds
0.25%
New
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 %
OIAM
1376
OFI Invest Asset Management
France
$91.3K -$435K -2,337 -83%
KA
1377
Kozak & Associates
Colorado
$90.5K -$5.56K -26 -6%
DFA
1378
DHJJ Financial Advisors
Illinois
$89.6K – – –
NECFA
1379
New England Capital Financial Advisors
Connecticut
$89.1K – – –
MAM
1380
Morse Asset Management
Connecticut
$88.5K +$15.5K +71 +21%
RTC
1381
Riverview Trust Company
Washington
$87.5K -$155K -710 -64%
RCM
1382
Raleigh Capital Management
North Carolina
$84.2K -$7.88K -36 -9%
DI
1383
DAGCO Inc
Ohio
$83.5K +$81.7K +374 +4,675%
AA
1384
Addison Advisors
Vermont
$83.3K -$3.28K -15 -4%
SCA
1385
Stuart Chaussee & Associates
California
$81.8K – – –
CWM
1386
Centricity Wealth Management
Ohio
$81.3K – – –
M
1387
MOTCO
Texas
$79.3K +$4.18K +21 +6%
SCM
1388
Silvant Capital Management
Georgia
$78.3K – – –
SIS
1389
Sound Income Strategies
Florida
$77.8K +$71.9K +329 +1,219%
KIM
1390
Kestra Investment Management
Texas
$75.7K – – –
HWA
1391
Heritage Wealth Advisors
Virginia
$73.7K – – –
DWA
1392
Dougherty Wealth Advisers
Minnesota
$73K – – –
AT
1393
Arlington Trust
Alabama
$72.6K +$1.09K +5 +2%
SSG
1394
Summit Securities Group
New York
$72.6K +$72.6K +332 New
PSFG
1395
Park Square Financial Group
Georgia
$72.2K +$219 +1 +0.3%
WB
1396
Webster Bank
Connecticut
$71.7K – – –
MAM
1397
Meeder Asset Management
Ohio
$71.5K +$11.2K +51 +18%
TPWA
1398
Twin Peaks Wealth Advisors
California
$67.5K +$67.5K +330 New
HWM
1399
HighMark Wealth Management
Minnesota
$67.2K – – –
STB
1400
S&T Bank
Pennsylvania
$66.7K -$27.3K -125 -29%
54 55
56
57 58