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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 %
AI
726
AXS Investments
New York
$1.36M -$86.1K -353 -6%
NRS
727
Neville Rodie & Shaw
New York
$1.35M – – –
MUAMU
728
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.34M -$1.22M -5,000 -48%
LCM
729
Landscape Capital Management
New Jersey
$1.34M -$1.33M -5,468 -50%
FIM
730
Freedom Investment Management
Connecticut
$1.33M -$249K -1,020 -16%
VFA
731
Valeo Financial Advisors
Indiana
$1.33M -$19.5K -80 -1%
CAMV
732
Concord Asset Management (Virginia)
Virginia
$1.32M -$3.29K -15 -0.2%
WPA
733
West Paces Advisors
Georgia
$1.32M +$35.4K +145 +3%
CFAM
734
Center For Asset Management
Florida
$1.31M -$44.4K -182 -3%
IAN
735
Integrated Advisors Network
Texas
$1.31M +$123K +505 +10%
MOS
736
MGO One Seven
Ohio
$1.29M -$126K -517 -9%
CFB
737
Cullen/Frost Bankers
Texas
$1.29M +$102K +418 +9%
LWAM
738
Legacy Wealth Asset Management
Minnesota
$1.29M -$8.54K -35 -0.7%
DA
739
Dover Advisors
Virginia
$1.29M -$23.2K -95 -2%
NP
740
NorthRock Partners
Minnesota
$1.29M +$58.1K +238 +5%
CP
741
CenterBook Partners
Connecticut
$1.28M +$1.28M +5,263 New
SWIG
742
Strategic Wealth Investment Group
Kentucky
$1.28M -$13.1M -53,867 -91%
AFA
743
AA Financial Advisors
Ohio
$1.27M – – –
HPIA
744
Hamilton Point Investment Advisors
North Carolina
$1.26M +$104K +425 +9%
BIG
745
Brooklyn Investment Group
New York
$1.26M +$281K +1,153 +29%
SIA
746
SkyView Investment Advisors
New Jersey
$1.26M +$81.5K +334 +7%
BWS
747
Broadway Wealth Solutions
Texas
$1.25M +$6.35K +26 +0.5%
MMHP
748
Murphy Middleton Hinkle & Parker
Georgia
$1.24M – – –
GIC
749
Generali Investments CEE
Czech Republic
$1.23M – – –
AIP
750
Ameritas Investment Partners
Nebraska
$1.23M -$25.4K -104 -2%
28 29
30
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