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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
21.23%
Holding in Top 10
19
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-47.22%
% of All Funds
0.25%
New
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 %
SOADOR
301
State of Alaska Department of Revenue
Alaska
$15.8M +$1.75M +7,985 +12%
ROC
302
Running Oak Capital
Minnesota
$15.8M +$1.27M +5,803 +9%
LCI
303
L1 Capital International
Australia
$15.8M +$97.4K +478 +0.6%
NCM
304
Nearwater Capital Markets
Ireland
$15.4M -$9.62M -44,000 -38%
CRC
305
Curi RMB Capital
Illinois
$15.3M +$434K +1,987 +3%
TIP
306
Torray Investment Partners
Maryland
$15.3M -$175K -800 -1%
BAAM
307
Baker Avenue Asset Management
California
$15.1M +$103K +470 +0.7%
Brown Advisory
308
Brown Advisory
Maryland
$15M -$78.7K -360 -0.5%
EI
309
Ethic Inc
New York
$14.9M -$939K -4,326 -6%
VPIM
310
Vanguard Personalized Indexing Management
California
$14.7M +$1.7M +7,772 +13%
YCM
311
Yousif Capital Management
Michigan
$14.7M -$135K -616 -0.9%
WTC
312
WhitTier Trust Company
Nevada
$14.5M +$390K +1,783 +3%
FBB
313
Fulton Breakefield Broenniman
Maryland
$14.4M -$102K -468 -0.7%
CIS
314
Capital International Sarl
California
$14.3M +$244K +1,117 +2%
Mirae Asset Global Investments
315
Mirae Asset Global Investments
South Korea
$14.1M +$1.19M +5,463 +9%
Public Employees Retirement Association of Colorado
316
Public Employees Retirement Association of Colorado
Colorado
$14.1M -$262K -1,199 -2%
GF
317
Gabelli Funds
New York
$14M -$219K -1,000 -2%
YIH
318
Y-Intercept (HK)
Hong Kong
$13.9M +$13.4M +61,443 +2,964%
HTIM
319
Harbour Trust & Investment Management
Indiana
$13.8M +$492K +2,249 +4%
LCS
320
Levin Capital Strategies
New York
$13.7M -$27.3K -125 -0.2%
CFO
321
Callan Family Office
Pennsylvania
$13.6M +$7.45M +34,061 +121%
P
322
&Partners
Tennessee
$13.6M +$5.7M +26,030 +72%
CWM
323
CIBC World Markets
New York
$13.6M +$604K +2,763 +5%
N
324
Natixis
France
$13.4M -$7.99M -36,526 -37%
NAM
325
Nissay Asset Management
Japan
$13.3M -$159K -727 -1%
11 12
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