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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 %
HFS
551
Hantz Financial Services
Michigan
$3.35M +$116K +474 +4%
QCG
552
Quadrant Capital Group
Ohio
$3.34M +$1.11M +4,541 +50%
FCH
553
Freestone Capital Holdings
Washington
$3.33M -$8.79K -36 -0.3%
RCIM
554
Red Cedar Investment Management
Michigan
$3.31M -$962K -3,943 -23%
AWM
555
Accurate Wealth Management
Florida
$3.29M -$33.6K -144 -1%
VRM
556
Vectors Research Management
New York
$3.27M +$953K +3,904 +41%
TC
557
TownSquare Capital
Utah
$3.26M +$389K +1,593 +14%
SF
558
Summit Financial
New Jersey
$3.21M +$36.6K +150 +1%
MMA
559
Miracle Mile Advisors
California
$3.21M +$94.7K +388 +3%
DWM
560
Dynasty Wealth Management
Florida
$3.2M -$128K -525 -4%
MWM
561
Moran Wealth Management
Florida
$3.19M +$357K +1,463 +13%
OBAM
562
ODDO BHF Asset Management
France
$3.18M +$131K +535 +4%
EF
563
Empowered Funds
Pennsylvania
$3.17M +$447K +1,830 +16%
A
564
AlphaQuest
New York
$3.16M +$1.03M +4,202 +48%
RWA
565
River Wealth Advisors
Pennsylvania
$3.15M -$151K -617 -5%
PAG
566
Private Advisor Group
New Jersey
$3.13M +$35.6K +146 +1%
BLC
567
Brown, Lisle/Cummings
Rhode Island
$3.13M +$5.61K +23 +0.2%
KB
568
Kimelman & Baird
New York
$3.12M – – –
Cambridge Investment Research Advisors
569
Cambridge Investment Research Advisors
Iowa
$3.07M +$19.8K +81 +0.6%
MNBTD
570
Moody National Bank Trust Division
Texas
$3.05M +$20.3K +83 +0.7%
FT
571
Fiduciary Trust
Massachusetts
$3.04M +$81.5K +334 +3%
TAIM
572
Te Ahumairangi Investment Management
New Zealand
$3.04M +$260K +1,066 +9%
CCM
573
Coldstream Capital Management
Washington
$3.02M +$102K +419 +4%
HI
574
Horizon Investments
North Carolina
$3.01M +$193K +792 +7%
BIP
575
Bouvel Investment Partners
Pennsylvania
$3.01M -$34.1K -153 -1%
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