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Marsh & McLennan
MMC

Overview Fund Activity

1,583 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, 586 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,583
Holders Change
-22
Holders Change %
-1.37%
% 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
0.25%
New
126
Increased
611
Reduced
586
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 %
BIAS
1626
Beacon Investment Advisory Services
New Jersey
– -$328K -1,343 Closed
PIP
1627
Peachtree Investment Partners
Florida
– -$321K -1,315 Closed
IAIM
1628
International Assets Investment Management
Florida
– -$320K -1,313 Closed
TCMP
1629
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$314K -1,289 Closed
BI
1630
Ballast Inc
Kentucky
– -$300K -1,230 Closed
PL
1631
Perpetual Ltd
Australia
– -$293K -1,200 Closed
TIA
1632
Trust Investment Advisors
Indiana
– -$286K -1,171 Closed
BWP
1633
BSW Wealth Partners
Colorado
– -$276K -1,130 Closed
SPA
1634
Sherbrooke Park Advisers
New York
– -$267K -1,093 Closed
CCC
1635
Compass Capital Corp
Massachusetts
– -$229K -1,082 Closed
CCG
1636
Catalina Capital Group
California
– -$264K -1,082 Closed
FFA
1637
Founders Financial Alliance
North Carolina
– -$261K -1,068 Closed
WF
1638
Wayfinding Financial
Washington
– -$251K -1,031 Closed
AIP
1639
Arrowpoint Investment Partners
Singapore
– -$244K -1,000 Closed
SVWAG
1640
Sound View Wealth Advisors Group
Georgia
– -$239K -981 Closed
FIC
1641
Family Investment Center
Missouri
– -$238K -974 Closed
ABTD
1642
Arvest Bank Trust Division
Oklahoma
– -$233K -956 Closed
Group One Trading
1643
Group One Trading
Illinois
– -$233K -953 Closed
RPGK
1644
Retirement Planning Group (Kansas)
Kansas
– -$230K -944 Closed
WA
1645
Wealthstream Advisors
New York
– -$230K -943 Closed
NCTC
1646
New Covenant Trust Company
Indiana
– -$227K -937 Closed
ECM
1647
EagleClaw Capital Management
Massachusetts
– -$223K -914 Closed
KWA
1648
Kingswood Wealth Advisors
California
– -$223K -912 Closed
MC
1649
Middleton & Co
Massachusetts
– -$222K -910 Closed
BPW
1650
Bingham Private Wealth
California
– -$220K -901 Closed
64 65
66
67 68