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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 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,584
Holders Change
-21
Holders Change %
-1.31%
% 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
123
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 %
BPW
1651
Bingham Private Wealth
California
– -$220K -901 Closed
PIA
1652
Pollock Investment Advisors
Michigan
– -$220K -900 Closed
NHC
1653
Nicholas Hoffman & Company
Georgia
– -$219K -899 Closed
TCM
1654
Teza Capital Management
Illinois
– -$219K -897 Closed
ABC
1655
Associated Banc-Corp
Wisconsin
– -$219K -896 Closed
NI
1656
Natural Investments
California
– -$218K -896 Closed
CCA
1657
Cottonwood Capital Advisors
Utah
– -$219K -896 Closed
MWA
1658
Mills Wealth Advisors
Texas
– -$218K -895 Closed
NFP
1659
Narus Financial Partners
Utah
– -$218K -895 Closed
WPW
1660
Watershed Private Wealth
Illinois
– -$218K -892 Closed
CS
1661
Cannell & Spears
New York
– -$215K -879 Closed
CP
1662
Clarendon Private
Massachusetts
– -$214K -877 Closed
GSF
1663
Grove Street Fiduciary
New Hampshire
– -$214K -875 Closed
GA
1664
Goldstein Advisors
Wisconsin
– -$213K -871 Closed
BWM
1665
Baron Wealth Management
Michigan
– -$212K -870 Closed
DFA
1666
DHK Financial Advisors
New Hampshire
– -$211K -866 Closed
HI
1667
Humankind Investments
New York
– -$211K -864 Closed
SP
1668
Stablepoint Partners
Massachusetts
– -$210K -861 Closed
WC
1669
Waterloo Capital
Texas
– -$210K -859 Closed
VCM
1670
Virtue Capital Management
Tennessee
– -$208K -854 Closed
PIN
1671
Prudent Investors Network
California
– -$208K -851 Closed
OHWP
1672
Oak Harbor Wealth Partners
North Carolina
– -$207K -847 Closed
BWP
1673
Baldwin Wealth Partners
Massachusetts
– -$207K -847 Closed
CMAI
1674
Capital Management Associates Inc
Minnesota
– -$205K -840 Closed
JCM
1675
Jacobsen Capital Management
Utah
– -$204K -836 Closed
65 66
67
68 69