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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 %
FAB
326
First American Bank
Illinois
$13.3M 60,886 +244 +0.4%
Wealthfront Advisers
327
Wealthfront Advisers
California
$13.3M 60,602 -5,120 -8%
Lido Advisors
328
Lido Advisors
California
$12.9M 59,113 -890 -1%
AWM
329
Apollon Wealth Management
South Carolina
$12.9M 59,094 -1,486 -2%
GAM
330
Generali Asset Management
Italy
$12.7M 58,048 +3,583 +7%
FGP
331
Foyston, Gordon, & Payne
Ontario, Canada
$12.5M 57,216 +3,313 +6%
Capital Fund Management (CFM)
332
Capital Fund Management (CFM)
France
$12.5M 57,148 +26,893 +89%
JA
333
JLB & Associates
Michigan
$12.4M 56,868 -4,001 -7%
ACIM
334
Azimuth Capital Investment Management
Michigan
$12.4M 56,806 +100 +0.2%
MOACM
335
Mutual of America Capital Management
New York
$12.4M 56,508 -608 -1%
BCI
336
Brinker Capital Investments
Pennsylvania
$12.1M 55,502 +398 +0.7%
CWM
337
Calamos Wealth Management
Illinois
$11.7M 53,696 +960 +2%
IIM
338
INTECH Investment Management
Florida
$11.5M 52,404 -6,141 -10%
CI Investments Inc
339
CI Investments Inc
Ontario, Canada
$11.4M 52,233 -684 -1%
Luther King Capital Management (LKCM)
340
Luther King Capital Management (LKCM)
Texas
$11.4M 52,225 -17 -0%
CS
341
Candriam SCA
Luxembourg
$11.3M 51,812 -44,211 -46%
EDRH
342
Edmond de Rothschild Holding
Switzerland
$11.3M 51,608 +1,961 +4%
CAPTRUST Financial Advisors
343
CAPTRUST Financial Advisors
North Carolina
$11.3M 51,459 -50,187 -49%
William Blair & Company
344
William Blair & Company
Illinois
$11.2M 51,341 +6,580 +15%
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$10.8M 49,246 +2,762 +6%
DCM
346
Dupont Capital Management
Delaware
$10.7M 49,071 – –
SAM
347
Sawgrass Asset Management
Florida
$10.7M 48,783 +8,618 +21%
EMPI
348
Elo Mutual Pension Insurance
Finland
$10.6M 48,428 -343 -0.7%
SSA
349
Schonfeld Strategic Advisors
New York
$10.4M 47,521 +44,366 +1,406%
Pacer Advisors
350
Pacer Advisors
Pennsylvania
$10.3M 47,072 +14,575 +45%
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14
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