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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
1
Capital Research Global Investors
California
$2.14B
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$500M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.2B
4
Amundi
4
Amundi
France
$615M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.02B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.38B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$111M
3
Ameriprise
3
Ameriprise
Minnesota
$1.49B
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.91M
5
AIM
5
Alphinity Investment Management
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
1501
Creative Financial Designs
Indiana
$10.5K -$4.81K -22 -31%
NCM
1502
Northwest Capital Management
Oregon
$10.5K -$2.19K -10 -17%
BI
1503
Binnacle Investments
Iowa
$10.5K – – –
HFS
1504
Hughes Financial Services
Virginia
$10.2K -$1.02K -5 -9%
IRC
1505
Investors Research Corp
Georgia
$9.84K – – –
RDFA
1506
Ritter Daniher Financial Advisory
Ohio
$9.84K – – –
CIAS
1507
CBIZ Investment Advisory Services
Ohio
$9.84K +$8.31K +38 +543%
KG
1508
Kilter Group
New York
$9.84K +$9.84K +45 New
HWM
1509
Horizons Wealth Management
North Carolina
$9.62K – – –
RTL
1510
Red Tortoise LLC
Georgia
$9.4K – – –
PWA
1511
Principia Wealth Advisory
Texas
$9.4K +$5.03K +23 +115%
PP
1512
Pacifica Partners
Canada
$9.33K +$2.17K +10 +30%
VWA
1513
Valued Wealth Advisors
Utah
$9.21K +$877 +4 +11%
CT
1514
Coastline Trust
Rhode Island
$9.18K – – –
BFS
1515
Bare Financial Services
Pennsylvania
$9.18K +$8.09K +37 +740%
OA
1516
Operose Advisors
Wisconsin
$8.96K – – –
MWM
1517
MorganRosel Wealth Management
Colorado
$8.96K +$656 +3 +8%
WCM
1518
Westend Capital Management
California
$8.75K +$8.75K +40 New
CBT
1519
Crews Bank & Trust
Florida
$8.53K – – –
BL
1520
BFSG LLC
California
$8.53K – – –
ABWM
1521
Alpine Bank Wealth Management
Colorado
$8.31K +$8.31K +38 New
TWD
1522
True Wealth Design
Ohio
$8.13K -$1.1K -5 -12%
RAM
1523
Riggs Asset Management
Pennsylvania
$8.09K +$5.47K +25 +208%
TFGT
1524
TS Financial Group (TSFG)
Illinois
$8K +$229 +1 +3%
TFM
1525
TFC Financial Management
Massachusetts
$7.87K – – –
59 60
61
62 63