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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 %
AC
751
AlphaCore Capital
California
$1.23M +$1.23M +5,037 New
JWM
752
JGP Wealth Management
Oregon
$1.21M +$15.9K +65 +1%
CI
753
Cigna Investments
Connecticut
$1.21M -$23.9K -98 -2%
CNBT
754
Canandaigua National Bank & Trust
New York
$1.2M -$30K -123 -2%
FC
755
FORA Capital
Florida
$1.2M +$951K +3,899 +379%
BHWM
756
Bar Harbor Wealth Management
New Hampshire
$1.2M -$5.61K -23 -0.5%
HPC
757
HM Payson & Co
Maine
$1.19M -$10.2K -42 -0.9%
MCM
758
Manchester Capital Management
Vermont
$1.19M +$5.37K +22 +0.5%
IAA
759
Independent Advisor Alliance
North Carolina
$1.19M +$60K +246 +5%
WFI
760
West Family Investments
California
$1.19M – – –
DDC
761
DF Dent & Co
Maryland
$1.17M -$233K -953 -17%
BBL
762
Beck Bode LLC
Massachusetts
$1.17M -$1.45M -5,941 -55%
DADC
763
D.A. Davidson & Co
Montana
$1.16M -$174K -712 -13%
RDWM
764
Red Door Wealth Management
Tennessee
$1.16M +$37.3K +153 +3%
PCIA
765
Prime Capital Investment Advisors
Kansas
$1.16M +$334K +1,369 +40%
FW
766
FullCircle Wealth
Texas
$1.16M +$32.6K +148 +3%
BA
767
Bridgewater Advisors
New York
$1.15M +$1.15M +5,196 New
CGIM
768
Capital Group Investment Management
Singapore
$1.15M – – –
BAM
769
Belpointe Asset Management
Nevada
$1.14M -$1.39M -5,684 -55%
CFP
770
Cascade Financial Partners
California
$1.14M +$2.44K +10 +0.2%
CWM
771
Connecticut Wealth Management
Connecticut
$1.14M -$49.8K -204 -4%
MPAM
772
Murphy Pohlad Asset Management
Minnesota
$1.13M -$20.7K -85 -2%
FC
773
Fjell Capital
North Dakota
$1.13M -$3.17K -13 -0.3%
WG
774
Winton Group
United Kingdom
$1.13M +$706K +2,893 +166%
BCM
775
Boltwood Capital Management
California
$1.13M -$91.3K -374 -7%
29 30
31
32 33