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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 %
LIM
1551
Longfellow Investment Management
Massachusetts
$3.72K – – –
AIC
1552
Archer Investment Corporation
Indiana
$3.5K – – –
CWM
1553
Crowley Wealth Management
Delaware
$3.28K – – –
SIC
1554
SJS Investment Consulting
Ohio
$2.84K -$2.19K -10 -43%
PWM
1555
Parkworth Wealth Management
California
$2.84K +$1.53K +7 +117%
MIM
1556
MTM Investment Management
South Carolina
$2.84K +$2.84K +13 New
FP
1557
Financial Perspectives
Minnesota
$2.65K – – –
API
1558
Asset Planning Inc
California
$2.62K – – –
ACA
1559
American Capital Advisory
Idaho
$2.62K +$1.75K +8 +200%
FCAS
1560
First Command Advisory Services
Texas
$2.41K – – –
EWM
1561
Evolution Wealth Management
Florida
$2.41K +$2.41K +11 New
BTD
1562
BankPlus Trust Department
Mississippi
$2.19K -$1.31K -6 -38%
WA
1563
WestEnd Advisors
North Carolina
$2.19K -$1.09K -5 -33%
MAS
1564
MPWM Advisory Solutions
Georgia
$1.97K – – –
RS
1565
Rakuten Securities
Japan
$1.97K +$219 +1 +13%
PS
1566
PayPay Securities
Japan
$1.97K +$656 +3 +50%
QWM
1567
Quaker Wealth Management
New Jersey
$1.97K +$1.97K +9 New
TC
1568
Trust Company
Kansas
$1.75K – – –
HIA
1569
HFM Investment Advisors
New Jersey
$1.75K +$1.09K +5 +167%
TCM
1570
Tradewinds Capital Management
Washington
$1.53K – – –
CIA
1571
Cape Investment Advisory
Georgia
$1.53K – – –
IAS
1572
IMA Advisory Services
Colorado
$1.53K +$1.53K +7 New
DF
1573
DecisionPoint Financial
Arizona
$1.31K +$1.31K +6 New
1IA
1574
1620 Investment Advisors
Massachusetts
$1.23K -$246 -1 -17%
RPA
1575
Redwood Park Advisors
California
$1.09K – – –
61 62
63
64 65