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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 %
GI
701
GAMMA Investing
California
$1.52M +$368K +1,507 +32%
VVP
702
Venture Visionary Partners
Ohio
$1.5M -$17.6K -72 -1%
CTA
703
Chesley Taft & Associates
Illinois
$1.49M -$89.6K -367 -6%
SWP
704
Sagespring Wealth Partners
Tennessee
$1.48M +$204K +835 +16%
TSW
705
Thompson Siegel & Walmsley
Virginia
$1.48M -$273K -1,119 -16%
GWM
706
Graybill Wealth Management
Illinois
$1.48M +$1.48M +6,053 New
CWP
707
Concord Wealth Partners
Virginia
$1.48M -$26.1K -107 -2%
PGFC
708
Peapack-Gladstone Financial Corp
New Jersey
$1.44M +$3.42K +14 +0.2%
DWT
709
Dorsey & Whitney Trust
South Dakota
$1.44M -$11.7K -48 -0.8%
OAM
710
Ostrum Asset Management
France
$1.43M -$37.8K -155 -3%
PFG
711
Prosperity Financial Group
California
$1.43M +$23.9K +98 +2%
FWCM
712
Ferguson Wellman Capital Management
Oregon
$1.42M -$81.3K -333 -5%
OC
713
Oppenheimer & Co
New York
$1.42M +$78.8K +323 +6%
LI
714
Louisbourg Investments
New Brunswick, Canada
$1.41M -$5.53K -32 -0.4%
Jones Financial Companies
715
Jones Financial Companies
Missouri
$1.41M +$374K +1,542 +36%
SAM
716
Shell Asset Management
Netherlands
$1.41M +$8.78K +36 +0.6%
IIC
717
Ironwood Investment Counsel
Arizona
$1.4M +$12.9K +53 +0.9%
EWA
718
EverSource Wealth Advisors
Alabama
$1.4M +$169K +693 +14%
EWM
719
Elmwood Wealth Management
California
$1.4M -$96.1K -394 -6%
WF
720
Welch & Forbes
Massachusetts
$1.4M -$707K -2,896 -34%
TAM
721
Trust Asset Management
Texas
$1.38M -$3.66K -15 -0.3%
WA1
722
Wimmer Associates 1
California
$1.38M -$212K -947 -13%
TSMHT
723
Thurston Springer Miller Herd & Titak
Indiana
$1.38M +$231K +948 +20%
PS
724
Principal Securities
Iowa
$1.36M – – –
FCP
725
Fidelis Capital Partners
Florida
$1.36M +$1.32K +6 +0.1%
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