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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
21.24%
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 %
CI
1501
Clal Insurance
Israel
$11K +$880 +4 +9%
CFD
1502
Creative Financial Designs
Indiana
$10.5K -$4.81K -22 -31%
NCM
1503
Northwest Capital Management
Oregon
$10.5K -$2.19K -10 -17%
BI
1504
Binnacle Investments
Iowa
$10.5K – – –
HFS
1505
Hughes Financial Services
Virginia
$10.2K -$1.02K -5 -9%
IRC
1506
Investors Research Corp
Georgia
$9.84K – – –
RDFA
1507
Ritter Daniher Financial Advisory
Ohio
$9.84K – – –
CIAS
1508
CBIZ Investment Advisory Services
Ohio
$9.84K +$8.31K +38 +543%
KG
1509
Kilter Group
New York
$9.84K +$9.84K +45 New
HWM
1510
Horizons Wealth Management
North Carolina
$9.62K – – –
RTL
1511
Red Tortoise LLC
Georgia
$9.4K – – –
PWA
1512
Principia Wealth Advisory
Texas
$9.4K +$5.03K +23 +115%
PP
1513
Pacifica Partners
Canada
$9.33K +$2.17K +10 +30%
VWA
1514
Valued Wealth Advisors
Utah
$9.21K +$877 +4 +11%
CT
1515
Coastline Trust
Rhode Island
$9.18K – – –
BFS
1516
Bare Financial Services
Pennsylvania
$9.18K +$8.09K +37 +740%
OA
1517
Operose Advisors
Wisconsin
$8.96K – – –
MWM
1518
MorganRosel Wealth Management
Colorado
$8.96K +$656 +3 +8%
WCM
1519
Westend Capital Management
California
$8.75K +$8.75K +40 New
CBT
1520
Crews Bank & Trust
Florida
$8.53K – – –
BL
1521
BFSG LLC
California
$8.53K – – –
ABWM
1522
Alpine Bank Wealth Management
Colorado
$8.31K +$8.31K +38 New
TWD
1523
True Wealth Design
Ohio
$8.13K -$1.1K -5 -12%
RAM
1524
Riggs Asset Management
Pennsylvania
$8.09K +$5.47K +25 +208%
TFGT
1525
TS Financial Group (TSFG)
Illinois
$8K +$229 +1 +3%
59 60
61
62 63