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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
21.24%
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 %
Deutsche Bank
26
Deutsche Bank
Germany
$690M -$16M -73,378 -2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$673M -$41.5M -190,012 -6%
Charles Schwab
28
Charles Schwab
California
$634M +$9.5M +43,462 +2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$617M +$38.5M +176,089 +7%
Amundi
30
Amundi
France
$615M +$290M +1,363,706 +89%
Parnassus Investments
31
Parnassus Investments
California
$581M -$30.2M -137,993 -5%
NLI
32
Nippon Life Insurance
Japan
$573M – – –
Lazard Asset Management
33
Lazard Asset Management
New York
$567M +$55.7M +254,912 +11%
ClearBridge Investments
34
ClearBridge Investments
New York
$560M -$83.1M -380,066 -13%
Invesco
35
Invesco
Georgia
$555M -$12.3M -56,354 -2%
Ninety One (UK)
36
Ninety One (UK)
United Kingdom
$553M +$34.3M +157,066 +7%
JIM
37
Jensen Investment Management
Oregon
$530M -$45.1M -206,049 -8%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$500M +$340M +1,554,114 +213%
LP
39
Longview Partners
Guernsey
$496M -$29.8M -136,400 -6%
Stifel Financial
40
Stifel Financial
Missouri
$493M -$3.59M -16,442 -0.7%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$442M -$9.14M -41,822 -2%
Primecap Management
42
Primecap Management
California
$429M -$159M -725,100 -27%
BG
43
Bahl & Gaynor
Ohio
$423M -$5.94M -27,178 -1%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$413M -$19.4M -88,926 -4%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$406M -$19.1M -87,375 -4%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$398M -$76.4M -349,494 -16%
AC
47
AKO Capital
United Kingdom
$390M -$74.2M -339,530 -16%
Barclays
48
Barclays
United Kingdom
$340M -$123M -564,129 -27%
Franklin Resources
49
Franklin Resources
California
$333M -$4.68M -21,416 -1%
MIM
50
Meridiem Investment Management
United Kingdom
$332M +$1.47M +6,710 +0.4%
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