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
21.23%
Holding in Top 10
19
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-47.22%
% of All Funds
0.25%
New
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 %
FHA
1326
First Horizon Advisors
Tennessee
$197K +$41.1K +188 +26%
ANBT
1327
American National Bank & Trust
Texas
$194K -$5.69K -26 -3%
NFSG
1328
Newbridge Financial Services Group
Florida
$191K +$174K +796 +1,008%
AF
1329
Advisornet Financial
Minnesota
$186K +$10.3K +47 +6%
CCM
1330
Chilton Capital Management
Texas
$178K +$3.28K +15 +2%
PPA
1331
Painted Porch Advisors
California
$178K -$17.5K -80 -9%
CM
1332
Capula Management
Cayman Islands
$176K +$64.5K +295 +58%
CT
1333
Clearstead Trust
Maine
$174K +$68.9K +315 +66%
HWM
1334
Hemington Wealth Management
Virginia
$165K -$14.6K -67 -8%
AAS
1335
Ameritas Advisory Services
Nebraska
$162K -$167K -762 -51%
IBOK
1336
Independence Bank of Kentucky
Kentucky
$160K +$24.3K +111 +18%
LC
1337
Lavaca Capital
Texas
$153K – – –
Cohen & Steers
1338
Cohen & Steers
New York
$153K – – –
OWA
1339
Opal Wealth Advisors
New York
$152K -$16K -73 -10%
HB
1340
Horizon Bancorp
Indiana
$151K -$12.9K -59 -8%
BGAI
1341
Bruce G. Allen Investments
Colorado
$142K -$8.96K -41 -6%
NWM
1342
Nova Wealth Management
Florida
$141K -$22.3K -102 -14%
CIM
1343
CCLA Investment Management
United Kingdom
$140K +$8.78K +40,136 +7%
AGWCA
1344
Annis Gardner Whiting Capital Advisors
Florida
$136K +$6.78K +31 +5%
PCFFS
1345
Pacific Center for Financial Services
California
$134K -$29.7K -136 -18%
MHR
1346
Matthew Hamilton Rosenberg
$134K – – –
TFIPS
1347
Towarzystwo Funduszy Inwestycyjnych PZU SA
$133K +$28.4K +130 +27%
MME
1348
Meag Munich Ergo
Germany
$133K +$133K +609 New
PPC
1349
Park Place Capital
Alabama
$132K -$27.9K -128 -17%
MSWM
1350
Mowery & Schoenfeld Wealth Management
Illinois
$127K -$5.03K -23 -4%
52 53
54
55 56