MMC icon

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 %
CWM
1551
Crowley Wealth Management
Delaware
$3.28K – – –
SIC
1552
SJS Investment Consulting
Ohio
$2.84K -$2.19K -10 -43%
PWM
1553
Parkworth Wealth Management
California
$2.84K +$1.53K +7 +117%
MIM
1554
MTM Investment Management
South Carolina
$2.84K +$2.84K +13 New
FP
1555
Financial Perspectives
Minnesota
$2.65K – – –
API
1556
Asset Planning Inc
California
$2.62K – – –
ACA
1557
American Capital Advisory
Idaho
$2.62K +$1.75K +8 +200%
FCAS
1558
First Command Advisory Services
Texas
$2.41K – – –
EWM
1559
Evolution Wealth Management
Florida
$2.41K +$2.41K +11 New
BTD
1560
BankPlus Trust Department
Mississippi
$2.19K -$1.31K -6 -38%
WA
1561
WestEnd Advisors
North Carolina
$2.19K -$1.09K -5 -33%
MAS
1562
MPWM Advisory Solutions
Georgia
$1.97K – – –
RS
1563
Rakuten Securities
Japan
$1.97K +$219 +1 +13%
PS
1564
PayPay Securities
Japan
$1.97K +$656 +3 +50%
QWM
1565
Quaker Wealth Management
New Jersey
$1.97K +$1.97K +9 New
TC
1566
Trust Company
Kansas
$1.75K – – –
HIA
1567
HFM Investment Advisors
New Jersey
$1.75K +$1.09K +5 +167%
TCM
1568
Tradewinds Capital Management
Washington
$1.53K – – –
CIA
1569
Cape Investment Advisory
Georgia
$1.53K – – –
IAS
1570
IMA Advisory Services
Colorado
$1.53K +$1.53K +7 New
DF
1571
DecisionPoint Financial
Arizona
$1.31K +$1.31K +6 New
1IA
1572
1620 Investment Advisors
Massachusetts
$1.23K -$246 -1 -17%
RPA
1573
Redwood Park Advisors
California
$1.09K – – –
RWM
1574
Rialto Wealth Management
New York
$1.09K +$656 +3 +150%
AWM
1575
Atticus Wealth Management
Florida
$1.09K +$1.09K +5 New
61 62
63
64 65