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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 %
SBFM
651
S-Bank Fund Management
Finland
$1.91M +$1.91M +7,836 New
LF
652
Lantz Financial
Illinois
$1.89M +$6.35K +26 +0.3%
LIA
653
LS Investment Advisors
Michigan
$1.89M – – –
MTC
654
Matrix Trust Company
Colorado
$1.87M +$22.7K +93 +1%
CSIC
655
Clifford Swan Investment Counsel
California
$1.86M +$1.46K +6 +0.1%
OTL
656
Oak Thistle LLC
New York
$1.83M -$542K -2,222 -23%
VWM
657
Venturi Wealth Management
Texas
$1.83M +$4.39K +18 +0.2%
WPC
658
Wedmont Private Capital
Pennsylvania
$1.83M +$92.9K +398 +5%
LNB
659
Ledyard National Bank
$1.83M +$107K +437 +6%
IA
660
IFP Advisors
Florida
$1.83M +$11.5K +47 +0.6%
MCM
661
MAI Capital Management
Ohio
$1.8M +$25.9K +106 +1%
CA
662
Clearstead Advisors
Ohio
$1.8M -$161K -659 -8%
RZH
663
Relyea Zuckerberg Hanson
Connecticut
$1.79M -$244 -1 -0%
PA
664
Parallel Advisors
California
$1.78M +$69.8K +286 +4%
CCIA
665
Campbell & Co Investment Adviser
Maryland
$1.77M +$1.77M +7,254 New
TH
666
TCTC Holdings
Texas
$1.77M +$12K +49 +0.7%
FNT
667
First National Trust
Pennsylvania
$1.76M -$221K -904 -11%
FTWA
668
Fifth Third Wealth Advisors
Ohio
$1.75M +$182K +746 +12%
BHPW
669
Beverly Hills Private Wealth
California
$1.74M -$63.4K -260 -4%
EWM
670
Empirical Wealth Management
Washington
$1.74M +$356K +1,458 +26%
PCM
671
Penserra Capital Management
California
$1.74M +$877K +3,593 +101%
SW
672
Simplicity Wealth
New Jersey
$1.74M +$1.39M +5,703 +400%
BWAM
673
Boyd Watterson Asset Management
Ohio
$1.72M +$120K +490 +7%
M1FG
674
Mach-1 Financial Group
Arkansas
$1.72M +$1.72M +7,057 New
UBG
675
United Bank (Georgia)
Georgia
$1.71M +$51.7K +212 +3%
25 26
27
28 29