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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
21.23%
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 %
AAG
1351
Armstrong Advisory Group
Massachusetts
$122K – – –
WTA
1352
Washington Trust Advisors
Massachusetts
$120K – – –
WA
1353
WPG Advisers
Maryland
$118K -$43.9K -201 -27%
AIM
1354
Anchor Investment Management
South Carolina
$116K +$2.62K +12 +2%
JFGIW
1355
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$115K +$21.9K +100 +24%
WA
1356
Whipplewood Advisors
Colorado
$111K +$16K +73 +17%
SOW
1357
State of Wyoming
Wyoming
$111K +$45.7K +209 +70%
SS
1358
SBI Securities
Japan
$110K -$15.3K -70 -12%
TF
1359
Tompkins Financial
New York
$110K – – –
MPW
1360
MASECO Private Wealth
$106K +$106K +485 New
S
1361
Sachetta
Massachusetts
$106K +$1.75K +8 +2%
PAI
1362
Pittenger & Anderson Inc
Nebraska
$105K +$10.9K +50 +12%
RFS
1363
Richardson Financial Services
Massachusetts
$104K +$3.27K +15 +3%
BCMLT
1364
Beacon Capital Management LLC (Tennessee)
Tennessee
$102K +$437 +2 +0.4%
USB
1365
Union Savings Bank
Connecticut
$102K – – –
OP
1366
ORG Partners
Indiana
$101K -$41.4K -190 -29%
JGIA
1367
Jackson Grant Investment Advisers
Connecticut
$101K +$437 +2 +0.4%
HIA
1368
Harbor Investment Advisory
Maryland
$99.5K – – –
CCA
1369
Catalyst Capital Advisors
New York
$99K -$131K -600 -57%
HC
1370
Hara Capital
Washington
$99K – – –
ICM
1371
Islay Capital Management
Texas
$98.4K – – –
SC
1372
SouthState Corp
Florida
$96.6K -$25.6K -117 -21%
MDA
1373
Minot DeBlois Advisors
Massachusetts
$92.9K – – –
RFG
1374
REAP Financial Group
Texas
$92.3K +$59.5K +272 +181%
EPIMS
1375
Evelyn Partners Investment Management Services
$91.9K -$732K -3,706 -89%
53 54
55
56 57