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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 %
BIG
376
Builder Investment Group
Georgia
$8.55M -$10.9K -50 -0.1%
HNB
377
Huntington National Bank
Ohio
$8.53M +$68K +311 +0.8%
Northwestern Mutual Wealth Management
378
Northwestern Mutual Wealth Management
Wisconsin
$8.38M +$1.47M +6,702 +21%
OCAM
379
Onex Canada Asset Management
Ontario, Canada
$8.37M +$65.8K +301 +0.8%
ACM
380
Aurdan Capital Management
Pennsylvania
$8.32M -$265K -1,213 -3%
MGWM
381
Marks Group Wealth Management
Minnesota
$8.3M +$51.8K +237 +0.6%
BAM
382
Bell Asset Management
Australia
$8.26M +$2.38M +10,869 +40%
AS
383
Aware Super
Australia
$8.24M – – –
EP
384
Edgestream Partners
New Jersey
$8.15M +$3.08M +14,073 +61%
GLF
385
Groupe la Francaise
France
$8.14M +$1.14M +5,252 +16%
BSI
386
Bennett Selby Investments
Maine
$8.08M +$108K +496 +1%
BVDMP
387
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$8.01M – – –
AF
388
Avanza Fonder
Sweden
$7.89M – – –
QCM
389
Qsemble Capital Management
New York
$7.85M +$7.85M +35,910 New
SFI
390
Siemens Fonds Invest
Germany
$7.82M +$217K +991 +3%
CI
391
CX Institutional
Indiana
$7.77M +$150K +686 +2%
LIM
392
Lathrop Investment Management
Arkansas
$7.75M +$7.75M +35,463 New
CW
393
CreativeOne Wealth
Kansas
$7.67M -$66.2K -303 -0.9%
FPTW
394
Franklin, Parlapiano, Turner & Welch
Texas
$7.6M +$205K +938 +3%
BFG
395
Bleakley Financial Group
New Jersey
$7.5M +$112K +512 +2%
MSU
396
Mizuho Securities USA
New York
$7.45M -$1.15M -5,271 -13%
AAM
397
Auxier Asset Management
Oregon
$7.38M -$45.7K -209 -0.6%
Los Angeles Capital Management
398
Los Angeles Capital Management
California
$7.28M -$67.2M -307,182 -90%
ORI
399
Oak Ridge Investments
Illinois
$7.18M +$89K +407 +1%
UM
400
UniSuper Management
Australia
$7.12M -$74.3K -340 -1%
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