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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
21.24%
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 %
SGC
1476
Slocum, Gordon & Co
Rhode Island
$19.7K – – –
MFT
1477
Moisand Fitzgerald Tamayo
Florida
$19.5K – – –
OC
1478
Oakworth Capital
Alabama
$18.6K – – –
AP
1479
Atwood & Palmer
Missouri
$17.7K – – –
MMCM
1480
Murphy & Mullick Capital Management
New York
$17.5K – – –
CA
1481
Crewe Advisors
Utah
$17.5K -$2.19K -10 -11%
MWM
1482
Mascoma Wealth Management
New Hampshire
$17.1K – – –
GIA
1483
GHP Investment Advisors
Colorado
$16.6K – – –
SIC
1484
Salem Investment Counselors
North Carolina
$16.6K +$219 +1 +1%
NC
1485
North Capital
Utah
$16.4K – – –
UCB
1486
United Community Bank
South Carolina
$15.5K – – –
SC
1487
Steph & Co
Wisconsin
$15.5K – – –
AP
1488
Aspect Partners
Virginia
$15.3K +$1.53K +7 +11%
AWM
1489
Abound Wealth Management
Tennessee
$15.2K +$2.61K +12 +21%
FMB
1490
Field & Main Bank
Kentucky
$14.2K – – –
AW
1491
Avion Wealth
Texas
$14K +$2.8K +13 +25%
T
1492
Transce3nd
Texas
$13.8K – – –
CWM
1493
Copia Wealth Management
Oregon
$13.6K – – –
PCM
1494
Perritt Capital Management
Illinois
$13.3K – – –
PK
1495
Pflug Koory
Nebraska
$13.3K – – –
EWM
1496
Evermay Wealth Management
Virginia
$12K – – –
RCM
1497
Richardson Capital Management
Wisconsin
$12K – – –
IWM
1498
IMG Wealth Management
Florida
$12K +$12K +55 New
CAM
1499
Creekmur Asset Management
Illinois
$11.8K – – –
CI
1500
Clal Insurance
Israel
$11K +$880 +4 +9%
58 59
60
61 62