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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 %
GAG
801
GM Advisory Group
New York
$996K +$2.93K +12 +0.3%
FCI
802
Financial Counselors Inc
Kansas
$994K +$283K +1,160 +40%
AUB
803
Atlantic Union Bankshares
Virginia
$990K +$7.32K +30 +0.7%
TTIC
804
Tower Trust & Investment Company
Iowa
$988K +$988K +4,382 New
ANTB
805
AMG National Trust Bank
Colorado
$986K +$46.4K +190 +5%
SWA
806
SFMG Wealth Advisors
Texas
$985K +$16.4K +67 +2%
WWA
807
Wingate Wealth Advisors
Massachusetts
$981K – – –
SFS
808
Sowell Financial Services
Arkansas
$977K +$977K +4,004 New
KWA
809
Kondo Wealth Advisors
California
$970K -$90.5K -371 -9%
GWM
810
Geneos Wealth Management
Colorado
$967K +$318K +648 +49%
ML
811
McAdam LLC
Pennsylvania
$963K +$11.5K +47 +1%
ACM
812
Allred Capital Management
Texas
$963K -$9.52K -39 -1%
NWAG
813
Net Worth Advisory Group
Utah
$962K +$207K +847 +27%
EIM
814
Essex Investment Management
Massachusetts
$960K -$81.5K -334 -8%
MPWT
815
MassMutual Private Wealth & Trust
Connecticut
$958K +$30.5K +125 +3%
FFA
816
Farther Finance Advisors
California
$955K -$54.2K -222 -5%
NC
817
Napatree Capital
Rhode Island
$954K +$42.2K +173 +5%
PGWM
818
Parisi Gray Wealth Management
New Jersey
$947K +$947K +3,881 New
SI
819
Stephens Inc
Arkansas
$941K +$32K +131 +4%
AWM
820
Aries Wealth Management
Maine
$936K -$430K -1,762 -31%
GCA
821
Genesee Capital Advisors
New York
$934K +$81K +332 +10%
AFG
822
Atomi Financial Group
New York
$929K +$126K +517 +16%
FRA
823
Frank Rimerman Advisors
California
$926K +$50K +205 +6%
BEAM
824
Baker Ellis Asset Management
Washington
$924K +$351K +1,440 +61%
CSPIA
825
Cary Street Partners Investment Advisory
Virginia
$923K +$103K +422 +13%
31 32
33
34 35