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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 %
FB
826
Fulton Bank
Pennsylvania
$922K -$3.66K -15 -0.4%
AFP
827
Ausdal Financial Partners
Iowa
$919K +$48.1K +197 +6%
MGIA
828
Matthew Goff Investment Advisor
Texas
$918K +$2.93K +12 +0.3%
V
829
VeraBank
Texas
$915K +$976 +4 +0.1%
SRWM
830
Shira Ridge Wealth Management
California
$907K -$732 -3 -0.1%
GL
831
Graypoint LLC
New York
$899K +$34.9K +143 +4%
FFS
832
Founders Financial Securities
Maryland
$899K +$115K +520 +15%
PCS
833
Personal CFO Solutions
New Jersey
$898K +$4.15K +17 +0.5%
ATS
834
Ashton Thomas Securities
New York
$895K +$9.52K +39 +1%
QWP
835
Quotient Wealth Partners
Texas
$885K -$32.2K -132 -4%
CIM
836
Contravisory Investment Management
Massachusetts
$883K -$8.73M -35,765 -91%
WBC
837
Westpac Banking Corp
Australia
$882K -$186K -763 -17%
MM
838
MQS Management
New York
$882K +$882K +3,613 New
VIP
839
Vista Investment Partners
Oklahoma
$879K – – –
SIA
840
Schechter Investment Advisors
Michigan
$876K -$91.8K -376 -9%
SB
841
Strategic Blueprint
Georgia
$874K -$84.4K -346 -9%
WANY
842
Wealthspire Advisors (New York)
New York
$863K +$37.3K +153 +5%
RF
843
Rossby Financial
Florida
$859K +$112K +509 +15%
GT
844
Glenview Trust
Kentucky
$858K +$266K +1,088 +45%
AWM
845
AE Wealth Management
Kansas
$857K +$123K +506 +17%
MAM
846
MMA Asset Management
Pennsylvania
$855K – – –
BWM
847
Buckley Wealth Management
Nevada
$854K +$3.17K +13 +0.4%
NCM
848
Noesis Capital Mangement
Florida
$854K – – –
T
849
TrueFG
Texas
$854K – – –
LFAS
850
Level Four Advisory Services
Texas
$854K +$488 +2 +0.1%
32 33
34
35 36