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Marsh & McLennan
MMC

Overview Fund Activity

1,605 hedge funds and large institutions have $106B invested in Marsh & McLennan in 2025 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 619 increasing their positions, 557 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,605
Holders Change
+45
Holders Change %
+2.88%
% of All Funds
21.81%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.49%
New
176
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
1
Wellington Management Group
Massachusetts
$3.13B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.61B
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$579M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.41B
5
Bank of America
5
Bank of America
North Carolina
$1.74B

Top Sellers

1
Amundi
1
Amundi
France
$373M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.08B
3
AIM
3
Alphinity Investment Management
Australia
$202M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$106M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$3.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$788M -$120M -491,940 -13%
ClearBridge Investments
27
ClearBridge Investments
New York
$718M -$20.2M -82,669 -3%
Charles Schwab
28
Charles Schwab
California
$697M +$16.1M +65,778 +2%
Parnassus Investments
29
Parnassus Investments
California
$683M -$188M -771,664 -22%
Primecap Management
30
Primecap Management
California
$656M -$10.8M -44,400 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$646M +$48.5M +198,702 +8%
JIM
32
Jensen Investment Management
Oregon
$642M -$100M -410,865 -14%
NLI
33
Nippon Life Insurance
Japan
$640M – – –
Invesco
34
Invesco
Georgia
$633M -$56.6M -231,894 -8%
LP
35
Longview Partners
Guernsey
$587M -$37.9M -155,498 -6%
Ninety One (UK)
36
Ninety One (UK)
United Kingdom
$579M +$350M +1,436,044 +154%
Lazard Asset Management
37
Lazard Asset Management
New York
$571M -$97M -397,673 -15%
Stifel Financial
38
Stifel Financial
Missouri
$554M +$11.4M +46,654 +2%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$530M -$16.3M -66,753 -3%
AC
40
AKO Capital
United Kingdom
$518M +$14.4M +58,902 +3%
Barclays
41
Barclays
United Kingdom
$517M -$93.8M -384,177 -15%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$503M +$8.21M +33,651 +2%
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$483M +$74.3M +304,388 +18%
BG
44
Bahl & Gaynor
Ohio
$478M +$13.6M +55,867 +3%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$471M -$29.9M -123,190 -6%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$397M +$136M +556,232 +52%
Franklin Resources
47
Franklin Resources
California
$377M +$150M +615,324 +66%
Amundi
48
Amundi
France
$373M -$621M -2,544,106 -62%
MIM
49
Meridiem Investment Management
United Kingdom
$369M +$17.5M +71,853 +5%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$341M -$1.29M -5,317 -0.4%
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