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Marsh & McLennan
MMC

Overview Fund Activity

1,582 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, 585 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,582
Holders Change
-23
Holders Change %
-1.43%
% 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
0.26%
New
126
Increased
611
Reduced
585
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 %
NHC
1651
Nicholas Hoffman & Company
Georgia
– -$219K -899 Closed
TCM
1652
Teza Capital Management
Illinois
– -$219K -897 Closed
NI
1653
Natural Investments
California
– -$218K -896 Closed
ABC
1654
Associated Banc-Corp
Wisconsin
– -$219K -896 Closed
CCA
1655
Cottonwood Capital Advisors
Utah
– -$219K -896 Closed
MWA
1656
Mills Wealth Advisors
Texas
– -$218K -895 Closed
NFP
1657
Narus Financial Partners
Utah
– -$218K -895 Closed
WPW
1658
Watershed Private Wealth
Illinois
– -$218K -892 Closed
CS
1659
Cannell & Spears
New York
– -$215K -879 Closed
CP
1660
Clarendon Private
Massachusetts
– -$214K -877 Closed
GSF
1661
Grove Street Fiduciary
New Hampshire
– -$214K -875 Closed
GA
1662
Goldstein Advisors
Wisconsin
– -$213K -871 Closed
BWM
1663
Baron Wealth Management
Michigan
– -$212K -870 Closed
DFA
1664
DHK Financial Advisors
New Hampshire
– -$211K -866 Closed
HI
1665
Humankind Investments
New York
– -$211K -864 Closed
SP
1666
Stablepoint Partners
Massachusetts
– -$210K -861 Closed
WC
1667
Waterloo Capital
Texas
– -$210K -859 Closed
VCM
1668
Virtue Capital Management
Tennessee
– -$208K -854 Closed
PIN
1669
Prudent Investors Network
California
– -$208K -851 Closed
OHWP
1670
Oak Harbor Wealth Partners
North Carolina
– -$207K -847 Closed
BWP
1671
Baldwin Wealth Partners
Massachusetts
– -$207K -847 Closed
CMAI
1672
Capital Management Associates Inc
Minnesota
– -$205K -840 Closed
JCM
1673
Jacobsen Capital Management
Utah
– -$204K -836 Closed
PWP
1674
PrairieView Wealth Partners
Illinois
– -$203K -833 Closed
AIMC
1675
Alley Investment Management Company
Illinois
– -$203K -830 Closed
65 66
67
68 69