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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 %
AIMC
1676
Alley Investment Management Company
Illinois
– -$203K -830 Closed
HPM
1677
Hoxton Planning & Management
West Virginia
– -$202K -829 Closed
CGA
1678
Crescent Grove Advisors
Illinois
– -$202K -829 Closed
FA
1679
FDx Advisors
Illinois
– -$201K -823 Closed
B
1680
Bellecapital
Switzerland
– -$200K -820 Closed
QC
1681
Quent Capital
New York
– -$107K -437 Closed
FFC
1682
First Financial Corp
Indiana
– -$73.9K -303 Closed
MFA
1683
McClarren Financial Advisors
Pennsylvania
– -$80K -244 Closed
SCB
1684
Saudi Central Bank
Saudi Arabia
– -$47.1K -193 Closed
GFPC
1685
Global Financial Private Client
Florida
– -$41.7K -171 Closed
CHC
1686
City Holding Co
West Virginia
– -$36.6K -150 Closed
KC
1687
Knuff & Co
California
– -$27.8K -114 Closed
DWM
1688
Darwin Wealth Management
Florida
– -$17K -80 Closed
FW
1689
Fairway Wealth
Ohio
– -$16.1K -66 Closed
TLA
1690
Tanglewood Legacy Advisors
Texas
– -$14.9K -61 Closed
BFPW
1691
BOK Financial Private Wealth
Colorado
– -$12.2K -50 Closed
ETS
1692
ESL Trust Services
New York
– -$10.5K -43 Closed
MIA
1693
MeadowBrook Investment Advisors
Michigan
– -$8.79K -36 Closed
BDPWM
1694
Barnes Dennig Private Wealth Management
Ohio
– -$6.83K -28 Closed
GJIA
1695
Glass Jacobson Investment Advisors
Maryland
– -$5.31K -25 Closed
RWM
1696
Ruedi Wealth Management
Illinois
– -$5.86K -24 Closed
WW
1697
Winnow Wealth
Texas
– -$3.71K -16 Closed
SFG
1698
Stonebridge Financial Group
Pennsylvania
– -$2.93K -12 Closed
HHGA
1699
Halbert Hargrove Global Advisors
California
– -$2.51K -10 Closed
VNA
1700
Valley National Advisers
Pennsylvania
– -$2K -9 Closed
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