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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 %
Assenagon Asset Management
526
Assenagon Asset Management
Luxembourg
$3.84M -$267M -1,093,010 -99%
VSQM
527
V-Square Quantitative Management
Illinois
$3.83M +$43.7K +179 +1%
NMIMC
528
Northwestern Mutual Investment Management Company
Wisconsin
$3.81M +$6.83K +28 +0.2%
AF
529
Alerus Financial
North Dakota
$3.81M -$261K -1,069 -6%
LFG
530
Larson Financial Group
Missouri
$3.81M +$520K +2,129 +16%
TIAA Trust, National Association
531
TIAA Trust, National Association
North Carolina
$3.79M +$1.11M +4,557 +42%
Nomura Holdings
532
Nomura Holdings
Japan
$3.78M -$168K -687 -4%
KA
533
Kintegral Advisory
New York
$3.77M -$12.9K -53 -0.3%
SWM
534
Spire Wealth Management
Virginia
$3.74M +$2.63M +10,778 +236%
SM
535
Sciencast Management
New Jersey
$3.71M +$210K +862 +6%
KWM
536
Kingsview Wealth Management
Oregon
$3.66M -$2.68K -11 -0.1%
SIA
537
Strategic Investment Advisors
Michigan
$3.65M -$207K -849 -5%
FCBT
538
First Citizens Bank & Trust
North Carolina
$3.65M -$192K -788 -5%
LOAMS
539
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.61M +$552K +2,262 +18%
SDIC
540
South Dakota Investment Council
South Dakota
$3.58M – – –
CL
541
Choreo LLC
Illinois
$3.56M -$359K -1,473 -9%
LA
542
Lindenwold Advisors
Pennsylvania
$3.52M +$101K +413 +3%
CG
543
Caprock Group
Idaho
$3.5M +$193K +792 +6%
KRSITF
544
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.5M -$1.24M -5,092 -26%
UCFA
545
United Capital Financial Advisors
Texas
$3.48M +$118K +482 +4%
NSEDCP
546
NJ State Employees Deferred Compensation Plan
New Jersey
$3.44M – – –
BPA
547
Beacon Pointe Advisors
California
$3.43M +$642K +2,632 +23%
UHC
548
Union Heritage Capital
Michigan
$3.43M – – –
IWA
549
Icon Wealth Advisors
Texas
$3.4M +$306K +1,256 +10%
SLI
550
Sumitomo Life Insurance
Japan
$3.37M -$13.2K -54 -0.4%
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