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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 %
DLA
676
Douglas Lane & Associates
New York
$1.48M -$6.34K -29 -0.4%
CNC
677
Citizens & Northern Corp
Pennsylvania
$1.47M -$356K -1,628 -20%
TPCW
678
TD Private Client Wealth
New York
$1.46M -$451K -2,064 -24%
VVP
679
Venture Visionary Partners
Ohio
$1.46M +$122K +558 +9%
BWAM
680
Boyd Watterson Asset Management
Ohio
$1.45M -$91.6K -419 -6%
ST
681
Smithfield Trust
Pennsylvania
$1.45M -$13.1K -60 -0.9%
GF
682
Gries Financial
Ohio
$1.45M -$66.9K -306 -4%
GI
683
GAMMA Investing
California
$1.44M +$79.6K +364 +6%
DTL
684
Dynamic Technology Lab
Singapore
$1.44M +$1.44M +6,569 New
SCM
685
Shelton Capital Management
Colorado
$1.42M -$6.78K -31 -0.5%
EIA
686
Edgemoor Investment Advisors
Maryland
$1.42M +$5.03K +23 +0.4%
EFS
687
Essex Financial Services
Connecticut
$1.41M +$667K +3,051 +90%
CCA
688
Checchi Capital Advisers
California
$1.41M – – –
BMCM
689
Bryn Mawr Capital Management
Pennsylvania
$1.4M -$56.4K -258 -4%
Hudson Bay Capital Management
690
Hudson Bay Capital Management
Connecticut
$1.39M +$1.39M +6,363 New
SAM
691
Smartleaf Asset Management
Massachusetts
$1.39M -$128K -589 -8%
OFG
692
OmniStar Financial Group
North Carolina
$1.38M +$23.4K +107 +2%
UBG
693
United Bank (Georgia)
Georgia
$1.38M -$146K -666 -10%
VIA
694
Virtus Investment Advisers
Connecticut
$1.38M +$1.38M +6,319 New
DDC
695
DF Dent & Co
Maryland
$1.37M +$320K +1,462 +30%
FTWA
696
Fifth Third Wealth Advisors
Ohio
$1.37M -$201K -921 -13%
FIM
697
Freedom Investment Management
Connecticut
$1.36M +$163K +746 +14%
WA1
698
Wimmer Associates 1
California
$1.36M +$10.9K +50 +0.8%
EB
699
Exchange Bank
California
$1.35M -$16.4K -75 -1%
PA
700
Profund Advisors
Maryland
$1.34M -$155K -710 -10%
26 27
28
29 30