MMC icon

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 %
EF
501
Empirical Finance
Pennsylvania
$3.77M +$24.3K +111 +0.6%
NVIM
502
New Vernon Investment Management
Illinois
$3.77M – – –
BCM
503
Becker Capital Management
Oregon
$3.76M -$37.2K -170 -1%
MBTD
504
Mechanics Bank - Trust Department
California
$3.73M -$28K -128 -0.7%
HI
505
Horizon Investments
North Carolina
$3.72M +$1.03M +4,747 +38%
OIA
506
OneDigital Investment Advisors
Kansas
$3.72M -$47.4K -217 -1%
FNBOMD
507
First National Bank of Mount Dora
Florida
$3.72M -$59.5K -272 -2%
TIAA Trust, National Association
508
TIAA Trust, National Association
North Carolina
$3.7M +$309K +1,413 +9%
PIM
509
Plato Investment Management
Australia
$3.66M -$77.1K -354 -2%
QCG
510
Quadrant Capital Group
Ohio
$3.65M +$658K +3,009 +22%
BDLIB
511
Banque de Luxembourg Investments (BLI)
Luxembourg
$3.56M +$3.56M +16,400 New
PTC
512
Private Trust Company
Ohio
$3.54M +$919K +4,205 +35%
AT
513
American Trust
Kentucky
$3.53M -$4.15K -19 -0.1%
AG
514
Algert Global
California
$3.52M -$411K -1,879 -10%
TAIM
515
Te Ahumairangi Investment Management
New Zealand
$3.52M +$797K +3,646 +29%
JG
516
Jain Global
New York
$3.51M +$3.51M +16,048 New
EPIM
517
Evelyn Partners Investment Management
$3.5M +$1.4M +14,829 +67%
LOAMS
518
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.48M +$242K +1,105 +7%
CPCPP
519
Canada Post Corporation Pension Plan
Canada
$3.45M +$3.45M +15,779 New
NMIMC
520
Northwestern Mutual Investment Management Company
Wisconsin
$3.44M +$21.4K +98 +0.6%
NW
521
NewEdge Wealth
Pennsylvania
$3.43M +$80.1K +394 +2%
CC
522
Centiva Capital
New York
$3.4M +$3.4M +15,560 New
AF
523
Alerus Financial
North Dakota
$3.4M -$14.6K -67 -0.4%
KA
524
Kintegral Advisory
New York
$3.37M -$5.03K -23 -0.1%
ETC
525
Exchange Traded Concepts
Oklahoma
$3.35M -$1.62M -7,425 -33%
19 20
21
22 23