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
21.24%
Holding in Top 10
19
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-47.22%
% of All Funds
0.25%
New
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 %
BOJHT
1476
Bank of Jackson Hole Trust
Wyoming
$19.7K – – –
SGC
1477
Slocum, Gordon & Co
Rhode Island
$19.7K – – –
MFT
1478
Moisand Fitzgerald Tamayo
Florida
$19.5K – – –
OC
1479
Oakworth Capital
Alabama
$18.6K – – –
AP
1480
Atwood & Palmer
Missouri
$17.7K – – –
MMCM
1481
Murphy & Mullick Capital Management
New York
$17.5K – – –
CA
1482
Crewe Advisors
Utah
$17.5K -$2.19K -10 -11%
MWM
1483
Mascoma Wealth Management
New Hampshire
$17.1K – – –
GIA
1484
GHP Investment Advisors
Colorado
$16.6K – – –
SIC
1485
Salem Investment Counselors
North Carolina
$16.6K +$219 +1 +1%
NC
1486
North Capital
Utah
$16.4K – – –
UCB
1487
United Community Bank
South Carolina
$15.5K – – –
SC
1488
Steph & Co
Wisconsin
$15.5K – – –
AP
1489
Aspect Partners
Virginia
$15.3K +$1.53K +7 +11%
AWM
1490
Abound Wealth Management
Tennessee
$15.2K +$2.61K +12 +21%
FMB
1491
Field & Main Bank
Kentucky
$14.2K – – –
AW
1492
Avion Wealth
Texas
$14K +$2.8K +13 +25%
T
1493
Transce3nd
Texas
$13.8K – – –
CWM
1494
Copia Wealth Management
Oregon
$13.6K – – –
PCM
1495
Perritt Capital Management
Illinois
$13.3K – – –
PK
1496
Pflug Koory
Nebraska
$13.3K – – –
EWM
1497
Evermay Wealth Management
Virginia
$12K – – –
RCM
1498
Richardson Capital Management
Wisconsin
$12K – – –
IWM
1499
IMG Wealth Management
Florida
$12K +$12K +55 New
CAM
1500
Creekmur Asset Management
Illinois
$11.8K – – –
58 59
60
61 62