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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 %
CWM
576
Congress Wealth Management
Massachusetts
$2.99M +$891K +3,682 +42%
PGCM
577
Prescott Group Capital Management
Oklahoma
$2.94M – – –
HCM
578
Howland Capital Management
Massachusetts
$2.92M +$298K +1,222 +11%
PTC
579
Private Trust Company
Ohio
$2.92M -$138K -567 -5%
P
580
Pitcairn
Pennsylvania
$2.92M -$397K -1,625 -12%
SAM
581
Sompo Asset Management
Japan
$2.91M -$2.04M -8,350 -41%
KPWS
582
Kestra Private Wealth Services
Texas
$2.89M +$205K +840 +8%
HSA
583
HBK Sorce Advisory
Pennsylvania
$2.87M -$87.1K -357 -3%
BBVA
584
Banco Bilbao Vizcaya Argentaria
Spain
$2.86M +$83.7K +343 +3%
GSC
585
G&S Capital
Colorado
$2.84M -$266K -1,088 -9%
PA
586
PFG Advisors
Arizona
$2.83M +$977K +4,004 +53%
TG
587
TCW Group
California
$2.79M +$17.6K +72 +0.6%
USAA
588
United Services Automobile Association
Texas
$2.74M – – –
CIA
589
Concurrent Investment Advisors
Florida
$2.72M +$783K +3,209 +40%
MC
590
Machina Capital
France
$2.69M +$1.13M +4,649 +73%
VPI
591
Value Partners Investments
Manitoba, Canada
$2.69M -$2.36M -9,667 -47%
BF
592
BOK Financial
Oklahoma
$2.68M -$360K -1,474 -12%
CC
593
Courier Capital
New York
$2.65M +$862K +3,531 +48%
DGM
594
Delta Global Management
New York
$2.64M +$2.64M +10,825 New
PWM
595
Perigon Wealth Management
California
$2.64M +$51.2K +210 +2%
MYAM
596
Meiji Yasuda Asset Management
Japan
$2.62M +$15.4K +63 +0.6%
GT
597
Greenleaf Trust
Michigan
$2.62M +$123K +503 +5%
HBT
598
Hills Bank & Trust
Iowa
$2.58M +$57.6K +236 +2%
O
599
Ossiam
France
$2.55M -$28.4M -116,367 -92%
BCWM
600
Bartlett & Co Wealth Management
Ohio
$2.55M +$5.13K +21 +0.2%
22 23
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