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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 %
MGP
401
Metis Global Partners
California
$7.99M +$859K +3,519 +12%
IMRF
402
Illinois Municipal Retirement Fund
Illinois
$7.99M – – –
ZBNA
403
Zions Bancorporation, National Association
Utah
$7.98M +$7.98M +32,719 New
JF
404
Jump Financial
Illinois
$7.94M -$3.18M -13,045 -29%
Pacer Advisors
405
Pacer Advisors
Pennsylvania
$7.93M -$3.85M -15,765 -33%
ORI
406
Oak Ridge Investments
Illinois
$7.92M +$439K +1,801 +6%
GLF
407
Groupe la Francaise
France
$7.83M +$838K +3,443 +12%
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$7.71M -$101K -415 -1%
EGM
409
Engineers Gate Manager
New York
$7.6M -$2.11M -8,645 -22%
CM
410
Churchill Management
California
$7.56M -$208K -852 -3%
TVWM
411
Tower View Wealth Management
Wisconsin
$7.47M -$115K -473 -2%
Capital Fund Management (CFM)
412
Capital Fund Management (CFM)
France
$7.38M +$7.38M +30,255 New
LCAM
413
London & Capital Asset Management
United Kingdom
$7.37M +$7.37M +30,183 New
HIMCH
414
Hartford Investment Management Co (HIMCO)
Connecticut
$7.35M -$76.1K -312 -1%
Financial Engines Advisors
415
Financial Engines Advisors
California
$7.33M -$916K -3,752 -11%
AAS
416
Avantax Advisory Services
Texas
$7.15M +$124K +507 +2%
Focus Partners Wealth
417
Focus Partners Wealth
Massachusetts
$7.11M +$200K +821 +3%
SF
418
Synovus Financial
Georgia
$7.06M -$12.9K -53 -0.2%
LA
419
Legacy Advisors
Pennsylvania
$7.03M +$160K +655 +2%
SCA
420
Snowden Capital Advisors
New York
$6.92M +$370K +1,517 +6%
CFO
421
Callan Family Office
Pennsylvania
$6.86M +$484K +1,984 +8%
CPA
422
Capital Planning Advisors
California
$6.86M -$68.1K -279 -1%
GIBU
423
Gulf International Bank (UK)
United Kingdom
$6.84M -$2.61M -10,713 -28%
EWA
424
Exencial Wealth Advisors
Oklahoma
$6.77M -$103K -421 -1%
PPW
425
Parcion Private Wealth
Washington
$6.73M +$401K +1,645 +6%
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17
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