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 %
DI
1151
Diligent Investors
California
$312K – – –
SLG
1152
Stanley-Laman Group
Pennsylvania
$311K +$43.9K +201 +16%
MLRA
1153
Main Line Retirement Advisors
Montana
$310K – – –
SIA
1154
Soltis Investment Advisors
Utah
$310K +$38.9K +178 +14%
EHC
1155
Everett Harris & Co
California
$310K +$1.09K +5 +0.4%
ACC
1156
Acorn Creek Capital
Colorado
$310K -$20.1K -92 -6%
BCG
1157
Breakwater Capital Group
New Jersey
$309K -$4.59K -21 -1%
PWP
1158
Principle Wealth Partners
Connecticut
$309K +$64.5K +295 +26%
MCCP
1159
Mission Creek Capital Partners
California
$306K -$7.22K -33 -2%
CWP
1160
Capital Wealth Planning
Florida
$306K – – –
FFP
1161
FourThought Financial Partners
Florida
$306K -$19K -87 -6%
IP
1162
Ignite Planners
California
$306K +$10.4K +49 +4%
KFC
1163
Klingenstein Fields & Co
New York
$305K – – –
PCM
1164
Pointe Capital Management
Michigan
$304K – – –
IAS
1165
Insigneo Advisory Services
Florida
$304K +$24.7K +113 +9%
CH
1166
Cromwell Holdings
Wyoming
$304K – – –
FWP
1167
FAS Wealth Partners
Kansas
$303K +$83.1K +380 +38%
ONB
1168
Old National Bancorp
Indiana
$302K +$29.5K +135 +11%
CTC
1169
Central Trust Company
Missouri
$302K -$28.6K -131 -9%
RCP
1170
Rothschild Capital Partners
New York
$302K – – –
RA
1171
RFG Advisory
Alabama
$301K +$14.4K +66 +5%
MPI
1172
Mairs & Power Inc
Minnesota
$300K -$16.4K -75 -5%
SG
1173
StoneX Group
New York
$299K +$28.2K +129 +10%
OWP
1174
ORG Wealth Partners
Texas
$298K – – –
SEIA
1175
Signature Estate & Investment Advisors
California
$297K -$875 -4 -0.3%
45 46
47
48 49