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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 %
CCC
1401
Chelsea Counsel Company
California
$65.6K – – –
TIM
1402
Tortoise Investment Management
New York
$65.6K +$4.81K +22 +8%
CSC
1403
Caldwell Sutter Capital
California
$65.6K +$5.03K +23 +8%
GPI
1404
General Partner Inc
Pennsylvania
$65.2K – – –
CIAM
1405
Caitong International Asset Management
Hong Kong
$65.2K +$43.1K +197 +195%
DF
1406
Dunhill Financial
United Kingdom
$63.7K -$219 -1 -0.3%
TCA
1407
Trifecta Capital Advisors
Illinois
$63.2K – – –
PCTC
1408
Perkins Coie Trust Company
Washington
$62.5K -$437 -2 -0.7%
GEA
1409
Glen Eagle Advisors
New Jersey
$62.1K – – –
RA
1410
Rise Advisors
New York
$61.4K +$218 +1 +0.4%
IHWM
1411
Iron Horse Wealth Management
Iowa
$61K – – –
GKIM
1412
GW&K Investment Management
Massachusetts
$61K +$9.22K +42 +18%
PWA
1413
Physician Wealth Advisors
Utah
$59.7K +$1.75K +8 +3%
CPG
1414
Cornerstone Planning Group
New Jersey
$59.1K -$3.01K -15 -5%
SVWA
1415
Sarver Vrooman Wealth Advisors
Missouri
$58.8K – – –
VEA
1416
Virtus ETF Advisers
New York
$58.2K +$58.2K +266 New
PMFA
1417
Plante Moran Financial Advisors
Michigan
$56.4K +$1.53K +7 +3%
LI
1418
LRI Investments
Florida
$55.5K +$1.75K +8 +3%
FFO
1419
Fortitude Family Office
Arizona
$55.3K -$1.31K -6 -2%
SO
1420
Sierra Ocean
California
$54.2K +$16.7K +76 +44%
NC
1421
NewSquare Capital
Pennsylvania
$52.5K +$16.8K +77 +47%
C
1422
Covestor
United Kingdom
$52K +$653 +3 +1%
EWP
1423
Elevation Wealth Partners
California
$51.9K +$6.57K +30 +14%
RWM
1424
RMG Wealth Management
Wisconsin
$51.2K +$51.2K +2,058 New
NRG
1425
Nemes Rush Group
Michigan
$51.1K -$6.33K -29 -11%
55 56
57
58 59