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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
21.24%
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 %
RWM
1576
Rialto Wealth Management
New York
$1.09K +$656 +3 +150%
AWM
1577
Atticus Wealth Management
Florida
$1.09K +$1.09K +5 New
WTFG
1578
Wood Tarver Financial Group
Idaho
$1K – – –
T
1579
TOBAM
France
$1K – – –
CA
1580
Centerpoint Advisors
Massachusetts
$1K +$1K +5 New
LCM
1581
Logan Capital Management
Pennsylvania
$875 -$65.2K -298 -99%
WBC
1582
West Branch Capital
Massachusetts
$875 – – –
YDMI
1583
Y.D. More Investments
Israel
$288 -$156 -242 -35%
TFA
1584
Transamerica Financial Advisors
Florida
$262 – – –
AIM
1585
Alphinity Investment Management
Australia
– -$202M -827,566 Closed
MBI
1586
Montrusco Bolton Investments
Quebec, Canada
– -$195M -823,645 Closed
TCA
1587
Teewinot Capital Advisers
New York
– -$58.6M -240,084 Closed
CF
1588
Corebridge Financial
Texas
– -$30.9M -126,621 Closed
CM
1589
Cercano Management
Washington
– -$24.2M -99,304 Closed
PI
1590
PGGM Investments
Netherlands
– -$20.3M -83,116 Closed
APF
1591
Alaska Permanent Fund
Alaska
– -$15.9M -70,443 Closed
TAF
1592
Tredje AP-fonden
Sweden
– -$17.1M -69,953 Closed
WCF
1593
West Coast Financial
California
– -$16.2M -66,483 Closed
ET
1594
Entropy Technologies
New York
– -$11.5M -47,314 Closed
SFI
1595
Susquehanna Fundamental Investments
Pennsylvania
– -$9.03M -37,005 Closed
OCM
1596
Oribel Capital Management
New York
– -$9M -36,900 Closed
LF
1597
Longbow Finance
Switzerland
– -$8.18M -33,501 Closed
LA
1598
Legacy Advisors
Pennsylvania
– -$7.03M -28,826 Closed
AC
1599
Allstate Corporation
Illinois
– -$4.41M -18,079 Closed
XT
1600
XTX Topco
Cayman Islands
– -$3.85M -15,786 Closed
62 63
64
65 66