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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 %
WTA
1351
Washington Trust Advisors
Massachusetts
$120K – – –
WA
1352
WPG Advisers
Maryland
$118K -$43.9K -201 -27%
AIM
1353
Anchor Investment Management
South Carolina
$116K +$2.62K +12 +2%
JFGIW
1354
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$115K +$21.9K +100 +24%
WA
1355
Whipplewood Advisors
Colorado
$111K +$16K +73 +17%
SOW
1356
State of Wyoming
Wyoming
$111K +$45.7K +209 +70%
SS
1357
SBI Securities
Japan
$110K -$15.3K -70 -12%
TF
1358
Tompkins Financial
New York
$110K – – –
MPW
1359
MASECO Private Wealth
$106K +$106K +485 New
S
1360
Sachetta
Massachusetts
$106K +$1.75K +8 +2%
PAI
1361
Pittenger & Anderson Inc
Nebraska
$105K +$10.9K +50 +12%
RFS
1362
Richardson Financial Services
Massachusetts
$104K +$3.27K +15 +3%
BCMLT
1363
Beacon Capital Management LLC (Tennessee)
Tennessee
$102K +$437 +2 +0.4%
USB
1364
Union Savings Bank
Connecticut
$102K – – –
OP
1365
ORG Partners
Indiana
$101K -$41.4K -190 -29%
JGIA
1366
Jackson Grant Investment Advisers
Connecticut
$101K +$437 +2 +0.4%
HIA
1367
Harbor Investment Advisory
Maryland
$99.5K – – –
CCA
1368
Catalyst Capital Advisors
New York
$99K -$131K -600 -57%
HC
1369
Hara Capital
Washington
$99K – – –
ICM
1370
Islay Capital Management
Texas
$98.4K – – –
SC
1371
SouthState Corp
Florida
$96.6K -$25.6K -117 -21%
MDA
1372
Minot DeBlois Advisors
Massachusetts
$92.9K – – –
RFG
1373
REAP Financial Group
Texas
$92.3K +$59.5K +272 +181%
EPIMS
1374
Evelyn Partners Investment Management Services
$91.9K -$732K -3,706 -89%
OIAM
1375
OFI Invest Asset Management
France
$91.3K -$435K -2,337 -83%
53 54
55
56 57