MMC icon

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 %
ITIM
1451
Indiana Trust & Investment Management
Indiana
$33K – – –
ACA
1452
Atlas Capital Advisors
Wyoming
$33K – – –
DWA
1453
Delos Wealth Advisors
Texas
$32.4K +$32.4K +148 New
GSWM
1454
Golden State Wealth Management
California
$31.9K -$1.97K -9 -6%
CIR
1455
Clear Investment Research
Georgia
$30.6K – – –
NL
1456
NVWM LLC
Pennsylvania
$30.4K -$437 -2 -1%
WIM
1457
Westside Investment Management
California
$30.3K +$23.7K +109 +363%
LWANC
1458
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K +$29.9K +6,530 +21,767%
HT
1459
Headlands Technologies
Illinois
$29.3K +$29.3K +134 New
PSB
1460
Piscataqua Savings Bank
New Hampshire
$28.2K – – –
CTWM
1461
Cherry Tree Wealth Management
Minnesota
$26.7K -$2.19K -10 -8%
SS
1462
Sunbelt Securities
Texas
$25.1K -$850 -4 -3%
PWMG
1463
Private Wealth Management Group
New Jersey
$24.3K -$437 -2 -2%
KFI
1464
Key Financial Inc
Pennsylvania
$23.2K – – –
HHMI
1465
Howard Hughes Medical Institute
Maryland
$23.2K +$23.2K +106 New
ACM
1466
Accent Capital Management
Ohio
$22.7K – – –
CWIG
1467
Chung Wu Investment Group
Texas
$22.3K +$22.3K +102 New
CG
1468
Curat Global
New Hampshire
$21.9K – – –
CTA
1469
Colonial Trust Advisors
South Carolina
$21.9K – – –
OAJ
1470
Ogorek Anthony Joseph
New York
$21K -$13.8K -65 -40%
W
1471
WealthCollab
Washington
$20.8K – – –
AWM
1472
Activest Wealth Management
Florida
$20.3K -$4.81K -22 -19%
HNW
1473
High Note Wealth
Minnesota
$19.9K -$875 -4 -4%
DIP
1474
DT Investment Partners
Pennsylvania
$19.7K – – –
BOJHT
1475
Bank of Jackson Hole Trust
Wyoming
$19.7K – – –
57 58
59
60 61