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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 %
NSB
676
Norway Savings Bank
Maine
$1.7M -$43.9K -180 -3%
SAM
677
Smartleaf Asset Management
Massachusetts
$1.69M +$117K +481 +7%
GF
678
Gries Financial
Ohio
$1.69M +$60.8K +249 +4%
AWS
679
Atria Wealth Solutions
New York
$1.69M -$511K -2,096 -23%
RFP
680
RCS Financial Planning
Maryland
$1.68M – – –
AFS
681
Access Financial Services
Minnesota
$1.68M +$272K +1,114 +19%
UAML
682
US Asset Management LLC
Pennsylvania
$1.67M +$313K +1,284 +23%
PA
683
Profund Advisors
Maryland
$1.67M -$86.4K -354 -5%
DLA
684
Douglas Lane & Associates
New York
$1.66M -$48.6K -199 -3%
LI
685
LMCG Investments
Massachusetts
$1.65M +$74.2K +304 +5%
ATPW
686
Ashton Thomas Private Wealth
Arizona
$1.64M +$163K +669 +11%
ST
687
Smithfield Trust
Pennsylvania
$1.63M -$5.85K -24 -0.4%
PGAM
688
Princeton Global Asset Management
New Jersey
$1.63M – – –
BMCM
689
Bryn Mawr Capital Management
Pennsylvania
$1.63M -$44.4K -182 -3%
CAAS
690
Capital Asset Advisory Services
Michigan
$1.61M -$860K -3,530 -35%
SCM
691
Shelton Capital Management
Colorado
$1.59M -$20K -82 -1%
NAMNJ
692
NorthStar Asset Management (New Jersey)
New Jersey
$1.59M +$181K +743 +13%
EIA
693
Edgemoor Investment Advisors
Maryland
$1.57M – – –
CCA
694
Checchi Capital Advisers
California
$1.57M +$22.9K +94 +1%
BS
695
Banco Santander
Spain
$1.56M -$19.6M -80,243 -93%
M
696
MATAURO
New York
$1.54M +$1.54M +6,322 New
KCM
697
Kathmere Capital Management
Pennsylvania
$1.54M +$230K +941 +18%
S
698
SimplyRich
California
$1.52M – – –
EB
699
Exchange Bank
California
$1.52M – – –
OFG
700
OmniStar Financial Group
North Carolina
$1.52M +$752K +3,077 +98%
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