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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 %
IC
451
IEQ Capital
California
$4.95M -$5.23M -23,922 -51%
AG
452
AIA Group
Hong Kong
$4.92M -$1.1M -5,031 -18%
KeyBank National Association
453
KeyBank National Association
Ohio
$4.9M -$36.5K -167 -0.7%
BWM
454
BNC Wealth Management
Oregon
$4.9M -$83.3K -381 -2%
MJRIC
455
Mogy Joel R Investment Counsel
California
$4.82M +$283K +1,295 +6%
BWP
456
Burling Wealth Partners
Illinois
$4.76M +$237K +1,086 +5%
Envestnet Portfolio Solutions
457
Envestnet Portfolio Solutions
Illinois
$4.75M -$603K -2,757 -11%
BBVA
458
Banco Bilbao Vizcaya Argentaria
Spain
$4.74M +$2.19M +9,997 +85%
AAF
459
Andra AP-fonden
Sweden
$4.72M +$2.73M +12,500 +137%
MGIA
460
Moneta Group Investment Advisors
Missouri
$4.72M +$2.79M +12,766 +145%
VAS
461
Vestmark Advisory Solutions
Massachusetts
$4.66M -$821K -3,756 -15%
MFG
462
Merit Financial Group
Georgia
$4.62M +$192K +876 +4%
EOJOAM
463
E. Ohman J:or Asset Management
Sweden
$4.56M -$148K -677 -3%
OAM
464
Occidental Asset Management
California
$4.54M +$66.2K +303 +1%
VA
465
Vident Advisory
Georgia
$4.48M +$11.2K +51 +0.2%
FDP
466
Financiere des Professionnels
Quebec, Canada
$4.44M -$297K -1,357 -6%
AG
467
Ascent Group
Virginia
$4.41M -$214K -977 -5%
ATC
468
Argent Trust Co
Tennessee
$4.4M -$60.1K -275 -1%
SEM
469
Suncoast Equity Management
Florida
$4.39M +$76.5K +350 +2%
RC
470
RBF Capital
California
$4.37M – – –
LI
471
Lafayette Investments
Maryland
$4.29M -$35.9K -164 -0.8%
SICM
472
Sustainable Insight Capital Management
New York
$4.25M -$16.8K -77 -0.4%
GI
473
GAMCO Investors
Connecticut
$4.23M +$110K +505 +3%
PAS
474
Park Avenue Securities
New York
$4.22M +$4.22M +19,289 New
MIF
475
Mediolanum International Funds
Ireland
$4.19M -$261K -1,202 -6%
17 18
19
20 21