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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 %
IA
601
Integrity Alliance
Iowa
$2.54M +$1.68M +6,888 +196%
RWM
602
Ritholtz Wealth Management
New York
$2.51M +$278K +1,141 +12%
WAP
603
Wealthcare Advisory Partners
Pennsylvania
$2.5M -$11.2K -46 -0.4%
TA
604
TKG Advisors
Indiana
$2.5M -$71K -291 -3%
EBT
605
Enterprise Bank & Trust
Massachusetts
$2.49M +$122K +499 +5%
WSFS
606
Wilmington Savings Fund Society
Delaware
$2.47M -$48.8K -200 -2%
BJL
607
Brighton Jones LLC
Washington
$2.47M +$334K +1,367 +16%
RFC
608
Regions Financial Corp
Alabama
$2.45M -$9.52K -39 -0.4%
CK
609
Cohen Klingenstein
New York
$2.44M – – –
S
610
SignatureFD
Georgia
$2.43M +$118K +485 +5%
PA
611
Pinnacle Associates
New York
$2.38M -$48.3K -198 -2%
HIC
612
Hartline Investment Corp
Illinois
$2.38M -$616K -2,523 -21%
DWA
613
Delap Wealth Advisory
Oregon
$2.34M -$102K -416 -4%
TAM
614
Tealwood Asset Management
Minnesota
$2.33M -$29.5K -121 -1%
BP
615
Ballentine Partners
Massachusetts
$2.33M -$59.1K -242 -2%
RWB
616
RMR Wealth Builders
New Jersey
$2.32M +$210K +862 +10%
HAG
617
HighPoint Advisor Group
Illinois
$2.32M -$42.2K -190 -2%
HH
618
Hilltop Holdings
Texas
$2.3M +$174K +715 +8%
FRA
619
Front Row Advisors
California
$2.29M -$9.76K -40 -0.4%
CCG
620
Chatham Capital Group
Georgia
$2.26M -$20.7K -85 -0.9%
BFM
621
Boothbay Fund Management
New York
$2.23M +$1.38M +5,671 +163%
AAF
622
Andra AP-fonden
Sweden
$2.22M -$6.44M -26,390 -74%
GC
623
Grimes & Company
Massachusetts
$2.18M -$32.9K -135 -1%
QI
624
Qtron Investments
Massachusetts
$2.16M – – –
MAS
625
Meeder Advisory Services
Ohio
$2.16M +$197K +807 +10%
23 24
25
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