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Marsh & McLennan
MMC

Overview Fund Activity

1,604 hedge funds and large institutions have $106B invested in Marsh & McLennan in 2025 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 619 increasing their positions, 557 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,604
Holders Change
+44
Holders Change %
+2.82%
% of All Funds
21.79%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.49%
New
175
Increased
619
Reduced
557
Closed
98
Calls
$112M
Puts
$97.4M
Net Calls
+$14.4M
Net Calls Change
+$16.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.1B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.02B
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$350M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$224M
5
Bank of America
Bank of America
North Carolina
+$155M

Top Sellers

1
Amundi
Amundi
France
-$621M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$396M
3
AIM
Alphinity Investment Management
Australia
-$391M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$268M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
301
Baker Avenue Asset Management
California
$16.7M +$48.6K +199 +0.3%
CRC
302
Curi RMB Capital
Illinois
$16.6M -$4.01M -16,413 -19%
YCM
303
Yousif Capital Management
Michigan
$16.6M -$121K -495 -0.7%
WTB
304
Washington Trust Bank
Washington
$16.5M +$1.14M +4,657 +7%
NONA
305
Ninety One North America
New York
$16.3M +$16.3M +66,677 New
ROC
306
Running Oak Capital
Minnesota
$16.3M +$1.13M +4,633 +7%
WCF
307
West Coast Financial
California
$16.2M -$325K -1,332 -2%
FBB
308
Fulton Breakefield Broenniman
Maryland
$16.1M -$309K -1,267 -2%
Wealthfront Advisers
309
Wealthfront Advisers
California
$16M +$1.46M +5,992 +10%
Public Employees Retirement Association of Colorado
310
Public Employees Retirement Association of Colorado
Colorado
$16M -$31.5K -129 -0.2%
APF
311
Alaska Permanent Fund
Alaska
$15.9M – – –
GF
312
Gabelli Funds
New York
$15.8M -$854K -3,500 -5%
WTC
313
WhitTier Trust Company
Nevada
$15.8M +$466K +1,911 +3%
BAMF
314
BI Asset Management Fondsmaeglerselskab
Denmark
$15.8M +$5.88M +24,101 +59%
SOADOR
315
State of Alaska Department of Revenue
Alaska
$15.7M +$382K +1,565 +2%
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$15.7M -$794K -3,253 -5%
CIS
317
Capital International Sarl
California
$15.7M +$946K +3,875 +6%
AAS
318
Annex Advisory Services
Wisconsin
$15.4M +$314K +1,288 +2%
LCS
319
Levin Capital Strategies
New York
$15.3M -$575K -2,356 -4%
NAM
320
Nissay Asset Management
Japan
$15.1M +$164K +674 +1%
HTIM
321
Harbour Trust & Investment Management
Indiana
$14.9M -$57.3K -235 -0.4%
JA
322
JLB & Associates
Michigan
$14.9M -$704K -2,885 -5%
FAB
323
First American Bank
Illinois
$14.8M +$82.7K +339 +0.6%
AWM
324
Apollon Wealth Management
South Carolina
$14.8M -$796K -3,263 -5%
Lido Advisors
325
Lido Advisors
California
$14.6M -$835K -3,420 -5%
11 12
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