MMC icon

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 %
WAP
601
Wealthcare Advisory Partners
Pennsylvania
$2.17M -$70K -320 -3%
PA
602
Pinnacle Associates
New York
$2.16M +$28.4K +130 +1%
VSQM
603
V-Square Quantitative Management
Illinois
$2.16M -$1.27M -5,796 -37%
BP
604
Ballentine Partners
Massachusetts
$2.15M +$69.1K +316 +3%
CC
605
Courier Capital
New York
$2.15M -$221K -1,009 -9%
SAM
606
Sompo Asset Management
Japan
$2.15M -$455K -2,080 -17%
RFC
607
Regions Financial Corp
Alabama
$2.11M -$80K -366 -4%
NRD
608
Nebula Research & Development
New York
$2.11M +$2.11M +9,651 New
DWA
609
Delap Wealth Advisory
Oregon
$2.09M -$656 -3 -0%
PGAM
610
Princeton Global Asset Management
New Jersey
$2.09M +$630K +2,883 +43%
GT
611
Greenleaf Trust
Michigan
$2.08M -$265K -1,210 -11%
RWB
612
RMR Wealth Builders
New Jersey
$2.06M -$14.4K -66 -0.7%
HH
613
Hilltop Holdings
Texas
$2.06M -$2.84K -13 -0.1%
MAS
614
Meeder Advisory Services
Ohio
$2.03M +$95.3K +436 +5%
TAM
615
Tealwood Asset Management
Minnesota
$2.03M -$60.1K -275 -3%
FRA
616
Front Row Advisors
California
$2.02M -$33.2K -152 -2%
WA
617
Wealth Alliance
New York
$2.01M +$114K +523 +6%
CCG
618
Chatham Capital Group
Georgia
$1.97M -$51.4K -235 -3%
MK
619
MASTERINVEST Kapitalanlage
$1.97M +$1.97M +8,995 New
QI
620
Qtron Investments
Massachusetts
$1.94M – – –
GC
621
Grimes & Company
Massachusetts
$1.93M -$23.4K -107 -1%
JF
622
Jump Financial
Illinois
$1.93M -$5.18M -23,694 -73%
MWM
623
Mission Wealth Management
California
$1.89M +$6.34K +29 +0.3%
IA
624
IAM Advisory
Pennsylvania
$1.88M +$81.3K +372 +5%
BTWM
625
Brass Tax Wealth Management
Ohio
$1.88M +$1.31K +6 +0.1%
23 24
25
26 27