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 %
SAM
626
Shell Asset Management
Netherlands
$1.88M +$613K +2,806 +49%
Jones Financial Companies
627
Jones Financial Companies
Missouri
$1.85M +$590K +2,718 +47%
SC
628
Syon Capital
California
$1.84M +$79.4K +363 +4%
ML
629
McAdam LLC
Pennsylvania
$1.84M +$979K +4,476 +113%
PBT
630
Pictet Bank & Trust
Bahamas
$1.84M – – –
ICP
631
Impact Capital Partners
Colorado
$1.83M +$26.7K +122 +1%
EWA
632
EP Wealth Advisors
California
$1.82M +$15.1K +69 +0.8%
DBIA
633
Dumont & Blake Investment Advisors
New Jersey
$1.8M -$87.7K -401 -5%
MCM
634
MAI Capital Management
Ohio
$1.8M +$183K +838 +11%
EWM
635
Empirical Wealth Management
Washington
$1.79M +$234K +1,068 +15%
RWP
636
RWA Wealth Partners
Massachusetts
$1.79M +$62.1K +284 +4%
PFS
637
Prospera Financial Services
Texas
$1.79M +$1.15M +5,266 +182%
WC
638
Westerkirk Capital
$1.77M +$1.77M +8,110 New
EWM
639
Evercore Wealth Management
New York
$1.77M – – –
TSS
640
Two Sigma Securities
New York
$1.77M +$1.77M +8,094 New
CA
641
Clearstead Advisors
Ohio
$1.77M +$160K +730 +10%
TPM
642
Triasima Portfolio Management
Quebec, Canada
$1.75M -$3.8M -17,375 -68%
ATPW
643
Ashton Thomas Private Wealth
Arizona
$1.74M +$271K +1,240 +18%
ASN
644
Advisory Services Network
Georgia
$1.72M -$3.19K -16 -0.2%
LNB
645
Ledyard National Bank
$1.71M +$76.7K +351 +5%
CFG
646
Citizens Financial Group
Rhode Island
$1.7M -$106K -486 -6%
LF
647
Lantz Financial
Illinois
$1.7M -$437 -2 -0%
PS
648
Principal Securities
Iowa
$1.69M +$291K +1,330 +21%
LIA
649
LS Investment Advisors
Michigan
$1.69M – – –
BS
650
Banco Santander
Spain
$1.68M +$288K +1,318 +21%
24 25
26
27 28