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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 %
BCV
501
Banque Cantonale Vaudoise
Switzerland
$4.34M +$4.34M +17,796 New
MCB
502
Morton Community Bank
Illinois
$4.34M -$170K -695 -4%
BTI
503
Blue Trust Inc
Georgia
$4.32M +$217K +890 +5%
OAC
504
OMERS Administration Corp
Ontario, Canada
$4.31M -$714K -2,925 -14%
ALMGDA
505
AG2R La Mondiale Gestion d'Actifs
France
$4.25M +$4.25M +18,208 New
TI
506
Trexquant Investment
Connecticut
$4.25M +$4.25M +17,432 New
BCM
507
Becker Capital Management
Oregon
$4.24M +$31.7K +130 +0.8%
PIM
508
Plato Investment Management
Australia
$4.23M -$1.18M -4,772 -22%
FNBOMD
509
First National Bank of Mount Dora
Florida
$4.22M -$1.85M -7,585 -30%
OIA
510
OneDigital Investment Advisors
Kansas
$4.21M -$658K -2,695 -14%
NVIM
511
New Vernon Investment Management
Illinois
$4.2M +$2.42M +9,908 +135%
MBTD
512
Mechanics Bank - Trust Department
California
$4.2M -$123K -503 -3%
CAM
513
Cresset Asset Management
Illinois
$4.18M -$161K -658 -4%
EF
514
Empirical Finance
Pennsylvania
$4.18M +$63K +258 +2%
BCM
515
Bancreek Capital Management
California
$4.04M -$2.66M -10,882 -40%
NW
516
NewEdge Wealth
Pennsylvania
$4.02M -$49.1K -201 -1%
SC
517
Savant Capital
Illinois
$3.99M +$1.78M +7,298 +81%
AT
518
American Trust
Kentucky
$3.94M -$1.4M -5,749 -26%
Federated Hermes
519
Federated Hermes
Pennsylvania
$3.93M -$73.2K -300 -2%
CWP
520
Cyndeo Wealth Partners
Florida
$3.92M -$677K -2,773 -15%
HT
521
Heritage Trust
Oklahoma
$3.91M -$309K -1,268 -7%
ECM
522
Everence Capital Management
Indiana
$3.87M -$65.9K -270 -2%
HWM
523
HB Wealth Management
Georgia
$3.86M +$439K +1,800 +13%
XT
524
XTX Topco
Cayman Islands
$3.85M +$3.5M +14,357 +1,005%
AWM
525
Axxcess Wealth Management
California
$3.84M -$1.41M -5,785 -27%
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