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Marsh & McLennan
MMC

Overview Fund Activity

1,582 hedge funds and large institutions have $96.7B invested in Marsh & McLennan in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 611 increasing their positions, 585 reducing their positions, and 123 closing their positions.

Holders
1,582
Holders Change
-23
Holders Change %
-1.43%
% 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
0.26%
New
126
Increased
611
Reduced
585
Closed
123
Calls
$154M
Puts
$123M
Net Calls
+$30.9M
Net Calls Change
+$16.5M

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 Holding Trade Value Shares
Change 		Shares
Change %
ZBNA
401
Zions Bancorporation, National Association
Utah
$7.1M -$56K -256 -0.8%
IIM
402
Ipswich Investment Management
Massachusetts
$7.06M -$179K -820 -2%
NA
403
NewEdge Advisors
Louisiana
$6.93M -$550K -2,515 -7%
KRS
404
Kentucky Retirement Systems
Kentucky
$6.91M -$453K -2,071 -6%
CGH
405
Crossmark Global Holdings
Texas
$6.87M -$2.14M -9,781 -24%
SW
406
SVB Wealth
Massachusetts
$6.85M +$6.85M +31,345 New
TVWM
407
Tower View Wealth Management
Wisconsin
$6.71M +$17.9K +82 +0.3%
MGP
408
Metis Global Partners
California
$6.71M -$451K -2,064 -6%
CM
409
Churchill Management
California
$6.7M -$68K -311 -1%
Focus Partners Wealth
410
Focus Partners Wealth
Massachusetts
$6.65M +$275K +1,260 +4%
HIMCH
411
Hartford Investment Management Co (HIMCO)
Connecticut
$6.51M -$82K -375 -1%
AAS
412
Avantax Advisory Services
Texas
$6.5M +$93.6K +428 +1%
AIM
413
Achmea Investment Management
Netherlands
$6.29M -$1.56M -7,149 -20%
SF
414
Synovus Financial
Georgia
$6.19M -$132K -602 -2%
SCA
415
Snowden Capital Advisors
New York
$6.17M -$29.1K -133 -0.5%
First Manhattan
416
First Manhattan
New York
$6.16M +$856K +3,916 +16%
PPW
417
Parcion Private Wealth
Washington
$6.1M +$67.6K +309 +1%
CPA
418
Capital Planning Advisors
California
$6.06M -$87.2K -399 -1%
MGP
419
M&G plc
United Kingdom
$6.04M +$672K +3,068 +13%
ACM
420
Aquatic Capital Management
Illinois
$5.87M -$3.74M -17,095 -39%
Canada Pension Plan Investment Board
421
Canada Pension Plan Investment Board
Ontario, Canada
$5.84M -$23.1M -105,426 -80%
AF
422
Aviso Financial
Ontario, Canada
$5.81M +$100K +459 +2%
VIM
423
Vinva Investment Management
Australia
$5.8M +$453K +2,090 +8%
PD
424
Point72 (DIFC)
United Arab Emirates
$5.77M +$5.77M +26,406 New
FNBT
425
FineMark National Bank & Trust
Florida
$5.76M -$1.31K -6 -0%
15 16
17
18 19