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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 %
QWM
776
Quadcap Wealth Management
Texas
$1.12M -$32.5K -133 -3%
LIM
777
Leavell Investment Management
Alabama
$1.11M -$15.6K -64 -1%
QPWM
778
Quadrant Private Wealth Management
Pennsylvania
$1.11M -$12.7K -52 -1%
PWMAG
779
Pinnacle Wealth Management Advisory Group
New Jersey
$1.1M +$11.5K +47 +1%
JSW
780
Journey Strategic Wealth
New Jersey
$1.1M +$34.4K +141 +3%
BOTPPF
781
Board of the Pension Protection Fund
United Kingdom
$1.1M +$244K +1,000 +29%
1M
782
1248 Management
Missouri
$1.08M -$162K -663 -13%
PWPS
783
Pinnacle Wealth Planning Services
Ohio
$1.08M -$10.2K -42 -0.9%
TCBWMS
784
Texas Capital Bank Wealth Management Services
Texas
$1.08M +$288K +1,181 +36%
CBUSF
785
Construction & Building Unions Superannuation Fund
Australia
$1.07M +$1.07M +4,400 New
TCOT
786
Trust Company of Toledo
Ohio
$1.07M -$24.6K -101 -2%
IWC
787
Integrated Wealth Concepts
Massachusetts
$1.06M -$146K -599 -12%
FFO
788
Fiduciary Family Office
Florida
$1.06M +$1.06M +4,341 New
SMA
789
Sage Mountain Advisors
Georgia
$1.06M +$213K +874 +25%
CCG
790
Ceeto Capital Group
Florida
$1.05M +$244K +1,000 +30%
ACM
791
Advance Capital Management
Michigan
$1.05M +$1.95K +8 +0.2%
WA
792
Waverly Advisors
Alabama
$1.04M -$69.8K -286 -6%
LCWP
793
Legacy Capital Wealth Partners
Arkansas
$1.03M -$111K -453 -10%
FIA
794
Foundations Investment Advisors
Arizona
$1.03M +$281K +1,150 +38%
CAG
795
Csenge Advisory Group
Florida
$1.02M -$12.3K -56 -1%
TPA
796
Trivium Point Advisory
Connecticut
$1.02M +$79.3K +325 +8%
NP
797
Nilsine Partners
Colorado
$1.02M -$20.3K -83 -2%
ECM
798
ExodusPoint Capital Management
New York
$1M +$634K +2,600 +172%
WWM
799
Western Wealth Management
Colorado
$998K -$43K -176 -4%
CBA
800
Coastal Bridge Advisors
Connecticut
$997K +$997K +4,084 New
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