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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 %
AG
426
AIA Group
Hong Kong
$6.72M +$1.33M +5,437 +25%
QIM
427
Quantitative Investment Management
Virginia
$6.61M +$6.21M +25,444 +1,566%
BAM
428
Bell Asset Management
Australia
$6.57M -$1.35M -5,539 -17%
LSERS
429
Louisiana State Employees Retirement System
Louisiana
$6.44M – – –
FNBT
430
FineMark National Bank & Trust
Florida
$6.43M -$20.7K -85 -0.3%
CA
431
Cornerstone Advisors
North Carolina
$6.42M – – –
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$6.38M +$499K +2,044 +8%
AF
433
Aviso Financial
Ontario, Canada
$6.37M +$953K +3,906 +18%
SAM
434
Securian Asset Management
Minnesota
$6.35M -$89.6K -367 -1%
MWM
435
MinichMacGregor Wealth Management
New York
$6.22M -$3.33M -13,661 -35%
SBWIC
436
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.22M +$13.4K +55 +0.2%
TPM
437
Triasima Portfolio Management
Quebec, Canada
$6.2M +$14.6K +60 +0.2%
NB
438
NBT Bank
New York
$6.18M -$816K -3,343 -12%
BE
439
Bonness Enterprises
District of Columbia
$6.17M -$48.8K -200 -0.8%
CSP
440
Cary Street Partners
Virginia
$6.15M -$669K -2,741 -10%
SIG
441
Stonegate Investment Group
Alabama
$6.14M -$13.7K -56 -0.2%
VAS
442
Vestmark Advisory Solutions
Massachusetts
$6.12M +$3.25M +13,327 +114%
RIM
443
Reliant Investment Management
Tennessee
$6.08M -$8.54K -35 -0.1%
CI
444
Capital International
California
$6.07M +$297K +1,218 +5%
HI
445
Harrington Investments
California
$6.04M -$121K -494 -2%
DT
446
Diversified Trust
Tennessee
$6.03M -$229K -939 -4%
IMCOOI
447
Investment Management Corp of Ontario (IMCO)
Canada
$5.98M +$5.98M +24,512 New
MGP
448
M&G plc
United Kingdom
$5.98M -$119M -488,486 -95%
Envestnet Portfolio Solutions
449
Envestnet Portfolio Solutions
Illinois
$5.97M -$3.29M -13,479 -36%
VIM
450
Vinva Investment Management
Australia
$5.97M – – –
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