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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 %
MGIA
626
Moneta Group Investment Advisors
Missouri
$2.15M -$82.7K -339 -4%
SFA
627
Souders Financial Advisors
Ohio
$2.14M -$1.19M -4,868 -36%
TPCW
628
TD Private Client Wealth
New York
$2.14M +$32.7K +134 +2%
MSA
629
MUFG Securities Americas
New York
$2.12M +$352K +1,443 +20%
ASN
630
Advisory Services Network
Georgia
$2.12M -$41.5K -170 -2%
UF
631
Univest Financial
Pennsylvania
$2.11M -$61.2K -251 -3%
DBIA
632
Dumont & Blake Investment Advisors
New Jersey
$2.11M – – –
WA
633
Wealth Alliance
New York
$2.11M +$100K +410 +5%
MWM
634
Mission Wealth Management
California
$2.1M +$223K +914 +12%
JFG
635
Jefferies Financial Group
New York
$2.1M -$94.4K -387 -4%
BTWM
636
Brass Tax Wealth Management
Ohio
$2.09M -$44.7K -183 -2%
PS
637
Pensionfund Sabic
Netherlands
$2.07M -$366K -1,500 -15%
PBT
638
Pictet Bank & Trust
Bahamas
$2.05M +$415K +1,699 +25%
CNC
639
Citizens & Northern Corp
Pennsylvania
$2.03M +$12.4K +51 +0.6%
CFG
640
Citizens Financial Group
Rhode Island
$2.02M +$48.6K +199 +2%
EWA
641
EP Wealth Advisors
California
$2.02M +$1.14M +4,687 +131%
ICP
642
Impact Capital Partners
Colorado
$2.01M +$130K +534 +7%
IA
643
IAM Advisory
Pennsylvania
$2.01M -$3.17K -13 -0.2%
FMI
644
F/M Investments
District of Columbia
$1.98M +$1.98M +8,134 New
EWM
645
Evercore Wealth Management
New York
$1.98M -$244 -1 -0%
SC
646
Syon Capital
California
$1.97M +$109K +445 +6%
FPAS
647
Focus Partners Advisor Solutions
Missouri
$1.94M +$241K +989 +14%
RWP
648
RWA Wealth Partners
Massachusetts
$1.92M +$976 +4 +0.1%
DFCM
649
Dark Forest Capital Management
Puerto Rico
$1.92M +$1.45M +5,956 +314%
DA
650
Drake & Associates
Wisconsin
$1.91M +$394K +1,616 +26%
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