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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 %
CA
1401
CoreCap Advisors
Michigan
$65.8K +$2.84K +13 +5%
CCC
1402
Chelsea Counsel Company
California
$65.6K – – –
TIM
1403
Tortoise Investment Management
New York
$65.6K +$4.81K +22 +8%
CSC
1404
Caldwell Sutter Capital
California
$65.6K +$5.03K +23 +8%
GPI
1405
General Partner Inc
Pennsylvania
$65.2K – – –
CIAM
1406
Caitong International Asset Management
Hong Kong
$65.2K +$43.1K +197 +195%
DF
1407
Dunhill Financial
United Kingdom
$63.7K -$219 -1 -0.3%
TCA
1408
Trifecta Capital Advisors
Illinois
$63.2K – – –
PCTC
1409
Perkins Coie Trust Company
Washington
$62.5K -$437 -2 -0.7%
GEA
1410
Glen Eagle Advisors
New Jersey
$62.1K – – –
RA
1411
Rise Advisors
New York
$61.4K +$218 +1 +0.4%
IHWM
1412
Iron Horse Wealth Management
Iowa
$61K – – –
GKIM
1413
GW&K Investment Management
Massachusetts
$61K +$9.22K +42 +18%
PWA
1414
Physician Wealth Advisors
Utah
$59.7K +$1.75K +8 +3%
CPG
1415
Cornerstone Planning Group
New Jersey
$59.1K -$3.01K -15 -5%
SVWA
1416
Sarver Vrooman Wealth Advisors
Missouri
$58.8K – – –
VEA
1417
Virtus ETF Advisers
New York
$58.2K +$58.2K +266 New
PMFA
1418
Plante Moran Financial Advisors
Michigan
$56.4K +$1.53K +7 +3%
LI
1419
LRI Investments
Florida
$55.5K +$1.75K +8 +3%
FFO
1420
Fortitude Family Office
Arizona
$55.3K -$1.31K -6 -2%
SO
1421
Sierra Ocean
California
$54.2K +$16.7K +76 +44%
NC
1422
NewSquare Capital
Pennsylvania
$52.5K +$16.8K +77 +47%
C
1423
Covestor
United Kingdom
$52K +$653 +3 +1%
EWP
1424
Elevation Wealth Partners
California
$51.9K +$6.57K +30 +14%
RWM
1425
RMG Wealth Management
Wisconsin
$51.2K +$51.2K +2,058 New
55 56
57
58 59