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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 %
TWM
851
Thrive Wealth Management
Pennsylvania
$839K +$78.6K +322 +10%
CAMG
852
CWA Asset Management Group
Florida
$838K +$51.2K +210 +7%
AF
853
Allworth Financial
California
$837K -$16.4K -75 -2%
Balyasny Asset Management
854
Balyasny Asset Management
Illinois
$831K -$1.77M -7,270 -68%
EFS
855
Essex Financial Services
Connecticut
$829K -$755K -3,094 -48%
HCM
856
Hutchinson Capital Management
California
$828K -$67.1K -275 -7%
PCA
857
Pallas Capital Advisors
Massachusetts
$816K +$419K +1,717 +106%
LS
858
Livforsakringsbolaget Skandia
Sweden
$814K – – –
PW
859
PUREfi Wealth
Massachusetts
$811K +$421K +1,726 +108%
QC
860
Quadrature Capital
United Kingdom
$809K +$809K +3,317 New
MTIC
861
Missouri Trust & Investment Company
Missouri
$808K -$99.3K -407 -11%
WJWM
862
Williams Jones Wealth Management
New York
$806K -$103K -422 -11%
SA
863
SRN Advisors
Pennsylvania
$804K -$24.9K -102 -3%
WPIC
864
White Pine Investment Company
Michigan
$804K -$109K -445 -12%
AWA
865
Aaron Wealth Advisors
Illinois
$802K +$58.3K +239 +8%
PCP
866
Proficio Capital Partners
Massachusetts
$796K +$4.39K +18 +0.6%
NO
867
Ninety One
South Africa
$795K +$795K +3,254 New
CIC
868
Chilton Investment Company
Connecticut
$795K +$9.03K +37 +1%
PP
869
PDS Planning
Ohio
$794K +$65.4K +268 +9%
RB
870
Rodgers Brothers
Pennsylvania
$793K – – –
KBFS
871
Kohmann Bosshard Financial Services
Ohio
$792K – – –
SIA
872
Schear Investment Advisers
Ohio
$791K +$279K +1,144 +55%
GIA
873
Gateway Investment Advisers
Ohio
$789K +$27.8K +114 +4%
PAM
874
Parvin Asset Management
South Dakota
$788K – – –
AWA
875
Arkadios Wealth Advisors
Georgia
$785K +$83.7K +343 +12%
33 34
35
36 37