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Marsh & McLennan
MMC

Overview Fund Activity

1,582 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, 585 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,582
Holders Change
-23
Holders Change %
-1.43%
% 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
0.26%
New
126
Increased
611
Reduced
585
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 %
GWSG
1526
GPS Wealth Strategies Group
Colorado
$7.54K +$222 +1 +3%
DPW
1527
DiNuzzo Private Wealth
Pennsylvania
$7K -$437 -2 -6%
WCM
1528
WealthTrak Capital Management
Virginia
$7K +$219 +1 +3%
VWA
1529
VSM Wealth Advisory
Maryland
$7K +$7K +32 New
FWA
1530
Flagship Wealth Advisors
Massachusetts
$6.56K -$2.84K -13 -30%
ME
1531
McIlrath & Eck
Washington
$6.34K – – –
TC
1532
Tacita Capital
Ontario, Canada
$6.34K – – –
GWSA
1533
Global Wealth Strategies & Associates
Colorado
$5.9K +$1.75K +8 +42%
CWA
1534
Carolina Wealth Advisors
South Carolina
$5.47K – – –
TFA
1535
Toth Financial Advisory
Virginia
$5.47K – – –
TIM
1536
Total Investment Management
Arizona
$5.47K +$5.47K +25 New
PWA
1537
Provenance Wealth Advisors
Florida
$5.25K – – –
SC
1538
Stephens Consulting
Michigan
$4.81K +$4.81K +22 New
HWP
1539
Highline Wealth Partners
California
$4.61K +$658 +3 +17%
LFA
1540
LGT Financial Advisors
Texas
$4.59K +$4.59K +21 New
CAC
1541
Core Alternative Capital
Georgia
$4.37K -$441K -2,017 -99%
WWM
1542
Wolff Wiese Magana
California
$4.37K – – –
BCPWM
1543
Bradley & Co Private Wealth Management
Florida
$4.15K – – –
LWMI
1544
Legacy Wealth Management (Idaho)
Idaho
$3.94K -$1.53K -7 -28%
NSIM
1545
North Star Investment Management
Illinois
$3.94K – – –
LIS
1546
Legacy Investment Solutions
Idaho
$3.94K +$3.94K +18 New
BHWM
1547
Bay Harbor Wealth Management
Maryland
$3.94K +$2.19K +10 +125%
MSG
1548
Main Street Group
Virginia
$3.73K – – –
LIM
1549
Longfellow Investment Management
Massachusetts
$3.72K – – –
AIC
1550
Archer Investment Corporation
Indiana
$3.5K – – –
60 61
62
63 64