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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
1
Capital Research Global Investors
California
$2.14B
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$500M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.2B
4
Amundi
4
Amundi
France
$615M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.02B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.38B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$111M
3
Ameriprise
3
Ameriprise
Minnesota
$1.49B
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.91M
5
AIM
5
Alphinity Investment Management
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
1426
Capital Advisors Ltd
Ohio
$51K +$2.2K +10 +5%
FUBT
1427
First United Bank & Trust
Maryland
$47.2K – – –
SHIM
1428
Stone House Investment Management
Pennsylvania
$45K -$12.5K -57 -22%
BSB
1429
Bangor Savings Bank
Maine
$45K – – –
Loomis, Sayles & Company
1430
Loomis, Sayles & Company
Massachusetts
$44.8K +$44.8K +205 New
BIA
1431
Bell Investment Advisors
California
$42.9K +$437 +2 +1%
RI
1432
Ridgewood Investments
New Jersey
$42.2K – – –
CYG
1433
Clean Yield Group
Vermont
$42.2K +$22.5K +103 +114%
IFS
1434
Intelligent Financial Strategies
Minnesota
$41.3K – – –
FPF
1435
First Pacific Financial
Washington
$40.9K – – –
SL
1436
Salomon & Ludwin
Virginia
$40.4K – – –
RL
1437
Rogco LP
Oklahoma
$40K – – –
FWM
1438
FSA Wealth Management
Massachusetts
$39.8K -$14.6K -67 -27%
FFA
1439
Frazier Financial Advisors
Ohio
$39.7K +$5.02K +23 +14%
AFG
1440
Albion Financial Group
Utah
$39.4K – – –
AIM
1441
Access Investment Management
Georgia
$39.1K +$39.1K +179 New
AG
1442
AmeriFlex Group
Nevada
$38.5K +$1.52K +7 +4%
SC
1443
Solstein Capital
California
$38.3K +$8.75K +40 +30%
CAL
1444
Capital Analysts LLC
Pennsylvania
$38K +$224 +1 +0.6%
GC
1445
Garde Capital
Washington
$37.4K – – –
TCM
1446
TD Capital Management
Tennessee
$36.4K +$31.8K +145 +690%
HDIM
1447
Hanson & Doremus Investment Management
Vermont
$36K – – –
CH
1448
Canton Hathaway
Rhode Island
$36K – – –
JWA
1449
JFS Wealth Advisors
Pennsylvania
$35K -$437 -2 -1%
ADL
1450
Asset Dedication LLC
California
$33.7K +$7.65K +35 +29%
56 57
58
59 60