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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 %
ADL
1451
Asset Dedication LLC
California
$33.7K +$7.65K +35 +29%
ITIM
1452
Indiana Trust & Investment Management
Indiana
$33K – – –
ACA
1453
Atlas Capital Advisors
Wyoming
$33K – – –
DWA
1454
Delos Wealth Advisors
Texas
$32.4K +$32.4K +148 New
GSWM
1455
Golden State Wealth Management
California
$31.9K -$1.97K -9 -6%
CIR
1456
Clear Investment Research
Georgia
$30.6K – – –
NL
1457
NVWM LLC
Pennsylvania
$30.4K -$437 -2 -1%
WIM
1458
Westside Investment Management
California
$30.3K +$23.7K +109 +363%
LWANC
1459
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K +$29.9K +6,530 +21,767%
HT
1460
Headlands Technologies
Illinois
$29.3K +$29.3K +134 New
PSB
1461
Piscataqua Savings Bank
New Hampshire
$28.2K – – –
CTWM
1462
Cherry Tree Wealth Management
Minnesota
$26.7K -$2.19K -10 -8%
SS
1463
Sunbelt Securities
Texas
$25.1K -$850 -4 -3%
PWMG
1464
Private Wealth Management Group
New Jersey
$24.3K -$437 -2 -2%
KFI
1465
Key Financial Inc
Pennsylvania
$23.2K – – –
HHMI
1466
Howard Hughes Medical Institute
Maryland
$23.2K +$23.2K +106 New
ACM
1467
Accent Capital Management
Ohio
$22.7K – – –
CWIG
1468
Chung Wu Investment Group
Texas
$22.3K +$22.3K +102 New
CG
1469
Curat Global
New Hampshire
$21.9K – – –
CTA
1470
Colonial Trust Advisors
South Carolina
$21.9K – – –
OAJ
1471
Ogorek Anthony Joseph
New York
$21K -$13.8K -65 -40%
W
1472
WealthCollab
Washington
$20.8K – – –
AWM
1473
Activest Wealth Management
Florida
$20.3K -$4.81K -22 -19%
HNW
1474
High Note Wealth
Minnesota
$19.9K -$875 -4 -4%
DIP
1475
DT Investment Partners
Pennsylvania
$19.7K – – –
57 58
59
60 61