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Marsh & McLennan
MMC

Overview Fund Activity

1,583 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, 586 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,583
Holders Change
-22
Holders Change %
-1.37%
% 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
126
Increased
611
Reduced
586
Closed
123
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
$2.14B
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$500M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.2B
4
Amundi
Amundi
France
$615M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.02B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.38B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$111M
3
Ameriprise
Ameriprise
Minnesota
$1.49B
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.91M
5
AIM
Alphinity Investment Management
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
476
Conning Inc
Connecticut
$4.16M +$260K +1,191 +7%
FBT
477
First Bankers Trust
Kentucky
$4.14M +$37.2K +170 +0.9%
Bessemer Group
478
Bessemer Group
New Jersey
$4.11M +$24.9K +114 +0.6%
PCG
479
Prosperity Consulting Group
Maryland
$4.1M -$22.3K -102 -0.5%
WIA
480
World Investment Advisors
California
$4.1M -$249K -1,137 -6%
SGI
481
Summit Global Investments
Utah
$4.08M +$23.6K +108 +0.6%
EL
482
Essex LLC
Illinois
$4.07M -$117K -535 -3%
CWP
483
Cyndeo Wealth Partners
Florida
$4.07M +$561K +2,566 +16%
LFG
484
Larson Financial Group
Missouri
$4.07M +$656K +3,002 +19%
ALMGDA
485
AG2R La Mondiale Gestion d'Actifs
France
$4.05M +$69.5K +318 +2%
VT
486
Vise Technologies
New York
$4.04M +$4.04M +18,457 New
BLC
487
Brown, Lisle/Cummings
Rhode Island
$4.03M +$1.23M +5,638 +44%
AM
488
AGF Management
Ontario, Canada
$4.03M -$202K -924 -5%
O
489
Ossiam
France
$4.02M +$1.73M +7,924 +76%
MCB
490
Morton Community Bank
Illinois
$4.02M +$132K +606 +3%
BCV
491
Banque Cantonale Vaudoise
Switzerland
$4.01M +$119K +546 +3%
TRCT
492
Tower Research Capital (TRC)
New York
$4M -$316K -1,447 -7%
SM
493
Sciencast Management
New Jersey
$3.95M +$632K +2,891 +19%
BCM
494
Bancreek Capital Management
California
$3.91M +$290K +1,326 +8%
BIM
495
Brentview Investment Management
Illinois
$3.87M -$64.1K -293 -2%
BTI
496
Blue Trust Inc
Georgia
$3.87M +$875 +4 +0%
OAC
497
OMERS Administration Corp
Ontario, Canada
$3.86M – – –
TCA
498
Transcend Capital Advisors
New Jersey
$3.84M -$481K -2,201 -11%
VFA
499
Valeo Financial Advisors
Indiana
$3.83M +$3.82M +2,623,745 +48,213%
CAM
500
Cresset Asset Management
Illinois
$3.8M +$54.2K +248 +1%
18 19
20
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