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 %
ANBT
1326
American National Bank & Trust
Texas
$194K -$5.69K -26 -3%
NFSG
1327
Newbridge Financial Services Group
Florida
$191K +$174K +796 +1,008%
AF
1328
Advisornet Financial
Minnesota
$186K +$10.3K +47 +6%
CCM
1329
Chilton Capital Management
Texas
$178K +$3.28K +15 +2%
PPA
1330
Painted Porch Advisors
California
$178K -$17.5K -80 -9%
CM
1331
Capula Management
Cayman Islands
$176K +$64.5K +295 +58%
CT
1332
Clearstead Trust
Maine
$174K +$68.9K +315 +66%
HWM
1333
Hemington Wealth Management
Virginia
$165K -$14.6K -67 -8%
AAS
1334
Ameritas Advisory Services
Nebraska
$162K -$167K -762 -51%
IBOK
1335
Independence Bank of Kentucky
Kentucky
$160K +$24.3K +111 +18%
LC
1336
Lavaca Capital
Texas
$153K – – –
Cohen & Steers
1337
Cohen & Steers
New York
$153K – – –
OWA
1338
Opal Wealth Advisors
New York
$152K -$16K -73 -10%
HB
1339
Horizon Bancorp
Indiana
$151K -$12.9K -59 -8%
BGAI
1340
Bruce G. Allen Investments
Colorado
$142K -$8.96K -41 -6%
NWM
1341
Nova Wealth Management
Florida
$141K -$22.3K -102 -14%
CIM
1342
CCLA Investment Management
United Kingdom
$140K +$8.78K +40,136 +7%
AGWCA
1343
Annis Gardner Whiting Capital Advisors
Florida
$136K +$6.78K +31 +5%
PCFFS
1344
Pacific Center for Financial Services
California
$134K -$29.7K -136 -18%
MHR
1345
Matthew Hamilton Rosenberg
$134K – – –
TFIPS
1346
Towarzystwo Funduszy Inwestycyjnych PZU SA
$133K +$28.4K +130 +27%
MME
1347
Meag Munich Ergo
Germany
$133K +$133K +609 New
PPC
1348
Park Place Capital
Alabama
$132K -$27.9K -128 -17%
MSWM
1349
Mowery & Schoenfeld Wealth Management
Illinois
$127K -$5.03K -23 -4%
AAG
1350
Armstrong Advisory Group
Massachusetts
$122K – – –
52 53
54
55 56