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 %
NRG
1426
Nemes Rush Group
Michigan
$51.1K -$6.33K -29 -11%
CAL
1427
Capital Advisors Ltd
Ohio
$51K +$2.2K +10 +5%
FUBT
1428
First United Bank & Trust
Maryland
$47.2K – – –
SHIM
1429
Stone House Investment Management
Pennsylvania
$45K -$12.5K -57 -22%
BSB
1430
Bangor Savings Bank
Maine
$45K – – –
Loomis, Sayles & Company
1431
Loomis, Sayles & Company
Massachusetts
$44.8K +$44.8K +205 New
BIA
1432
Bell Investment Advisors
California
$42.9K +$437 +2 +1%
RI
1433
Ridgewood Investments
New Jersey
$42.2K – – –
CYG
1434
Clean Yield Group
Vermont
$42.2K +$22.5K +103 +114%
IFS
1435
Intelligent Financial Strategies
Minnesota
$41.3K – – –
FPF
1436
First Pacific Financial
Washington
$40.9K – – –
SL
1437
Salomon & Ludwin
Virginia
$40.4K – – –
RL
1438
Rogco LP
Oklahoma
$40K – – –
FWM
1439
FSA Wealth Management
Massachusetts
$39.8K -$14.6K -67 -27%
FFA
1440
Frazier Financial Advisors
Ohio
$39.7K +$5.02K +23 +14%
AFG
1441
Albion Financial Group
Utah
$39.4K – – –
AIM
1442
Access Investment Management
Georgia
$39.1K +$39.1K +179 New
AG
1443
AmeriFlex Group
Nevada
$38.5K +$1.52K +7 +4%
SC
1444
Solstein Capital
California
$38.3K +$8.75K +40 +30%
CAL
1445
Capital Analysts LLC
Pennsylvania
$38K +$224 +1 +0.6%
GC
1446
Garde Capital
Washington
$37.4K – – –
TCM
1447
TD Capital Management
Tennessee
$36.4K +$31.8K +145 +690%
HDIM
1448
Hanson & Doremus Investment Management
Vermont
$36K – – –
CH
1449
Canton Hathaway
Rhode Island
$36K – – –
JWA
1450
JFS Wealth Advisors
Pennsylvania
$35K -$437 -2 -1%
56 57
58
59 60