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Marsh & McLennan
MMC

Overview Fund Activity

1,577 hedge funds and large institutions have $96.6B invested in Marsh & McLennan in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 609 increasing their positions, 582 reducing their positions, and 123 closing their positions.

Holders
1,577
Holders Change
-28
Holders Change %
-1.74%
% of All Funds
21.17%
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
609
Reduced
582
Closed
123
Calls
$129M
Puts
$70.7M
Net Calls
+$58M
Net Calls Change
+$43.6M

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 Market Value Shares Shares
Change 		Shares
Change %
CGA
1676
Crescent Grove Advisors
Illinois
– – -829 Closed
HPM
1677
Hoxton Planning & Management
West Virginia
– – -829 Closed
FA
1678
FDx Advisors
Illinois
– – -823 Closed
B
1679
Bellecapital
Switzerland
– – -820 Closed
QC
1680
Quent Capital
New York
– – -437 Closed
FFC
1681
First Financial Corp
Indiana
– – -303 Closed
MFA
1682
McClarren Financial Advisors
Pennsylvania
– – -244 Closed
SCB
1683
Saudi Central Bank
Saudi Arabia
– – -193 Closed
GFPC
1684
Global Financial Private Client
Florida
– – -171 Closed
CHC
1685
City Holding Co
West Virginia
– – -150 Closed
KC
1686
Knuff & Co
California
– – -114 Closed
DWM
1687
Darwin Wealth Management
Florida
– – -80 Closed
FW
1688
Fairway Wealth
Ohio
– – -66 Closed
TLA
1689
Tanglewood Legacy Advisors
Texas
– – -61 Closed
BFPW
1690
BOK Financial Private Wealth
Colorado
– – -50 Closed
ETS
1691
ESL Trust Services
New York
– – -43 Closed
MIA
1692
MeadowBrook Investment Advisors
Michigan
– – -36 Closed
BDPWM
1693
Barnes Dennig Private Wealth Management
Ohio
– – -28 Closed
GJIA
1694
Glass Jacobson Investment Advisors
Maryland
– – -25 Closed
RWM
1695
Ruedi Wealth Management
Illinois
– – -24 Closed
WW
1696
Winnow Wealth
Texas
– – -16 Closed
SFG
1697
Stonebridge Financial Group
Pennsylvania
– – -12 Closed
HHGA
1698
Halbert Hargrove Global Advisors
California
– – -10 Closed
VNA
1699
Valley National Advisers
Pennsylvania
– – -9 Closed
HBW
1700
Hazlett, Burt & Watson
West Virginia
– – -8 Closed
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