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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 %
TFM
1526
TFC Financial Management
Massachusetts
$7.87K – – –
BCM
1527
Boreal Capital Management
Florida
$7.87K +$7.87K +36 New
GWSG
1528
GPS Wealth Strategies Group
Colorado
$7.54K +$222 +1 +3%
DPW
1529
DiNuzzo Private Wealth
Pennsylvania
$7K -$437 -2 -6%
WCM
1530
WealthTrak Capital Management
Virginia
$7K +$219 +1 +3%
VWA
1531
VSM Wealth Advisory
Maryland
$7K +$7K +32 New
FWA
1532
Flagship Wealth Advisors
Massachusetts
$6.56K -$2.84K -13 -30%
ME
1533
McIlrath & Eck
Washington
$6.34K – – –
TC
1534
Tacita Capital
Ontario, Canada
$6.34K – – –
GWSA
1535
Global Wealth Strategies & Associates
Colorado
$5.9K +$1.75K +8 +42%
TFA
1536
Toth Financial Advisory
Virginia
$5.47K – – –
CWA
1537
Carolina Wealth Advisors
South Carolina
$5.47K – – –
TIM
1538
Total Investment Management
Arizona
$5.47K +$5.47K +25 New
PWA
1539
Provenance Wealth Advisors
Florida
$5.25K – – –
SC
1540
Stephens Consulting
Michigan
$4.81K +$4.81K +22 New
HWP
1541
Highline Wealth Partners
California
$4.61K +$658 +3 +17%
LFA
1542
LGT Financial Advisors
Texas
$4.59K +$4.59K +21 New
CAC
1543
Core Alternative Capital
Georgia
$4.37K -$441K -2,017 -99%
WWM
1544
Wolff Wiese Magana
California
$4.37K – – –
BCPWM
1545
Bradley & Co Private Wealth Management
Florida
$4.15K – – –
LWMI
1546
Legacy Wealth Management (Idaho)
Idaho
$3.94K -$1.53K -7 -28%
NSIM
1547
North Star Investment Management
Illinois
$3.94K – – –
LIS
1548
Legacy Investment Solutions
Idaho
$3.94K +$3.94K +18 New
BHWM
1549
Bay Harbor Wealth Management
Maryland
$3.94K +$2.19K +10 +125%
MSG
1550
Main Street Group
Virginia
$3.73K – – –
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62
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