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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 %
WFPG
876
Waller Financial Planning Group
Ohio
$784K +$2.93K +12 +0.4%
FFM
877
Forum Financial Management
Illinois
$784K -$8.3K -34 -1%
Empower Advisory Group
878
Empower Advisory Group
Colorado
$784K -$67.1K -275 -8%
MA
879
Mutual Advisors
Nebraska
$782K +$105K +477 +15%
DSC
880
Duncker Streett & Co
Missouri
$781K – – –
DWM
881
Defined Wealth Management
Oregon
$780K +$11.5K +47 +1%
AA
882
Armis Advisers
Georgia
$778K +$778K +3,451 New
OFS
883
OneAscent Financial Services
Alabama
$772K +$237K +970 +44%
SSA
884
Schonfeld Strategic Advisors
New York
$770K -$4.95M -20,281 -87%
FFA
885
Florida Financial Advisors
Florida
$768K +$92.2K +378 +14%
BFA
886
Bill Few Associates
Pennsylvania
$765K -$5.13K -21 -0.7%
EI
887
Ellevest Inc
New York
$752K +$13.4K +55 +2%
CGL
888
Clarius Group LLC
Washington
$751K -$38.1K -156 -5%
LWCFA
889
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$742K – – –
VC
890
Vicus Capital
Pennsylvania
$741K -$488 -2 -0.1%
DWM
891
Dakota Wealth Management
Florida
$740K -$136K -559 -16%
NSAM
892
North Star Asset Management
Wisconsin
$739K – – –
SCM
893
SOL Capital Management
Maryland
$739K – – –
NB
894
Nicolet Bankshares
Wisconsin
$738K -$396K -1,624 -35%
IC
895
Iconiq Capital
California
$735K +$65.2K +267 +10%
DIM
896
Delta Investment Management
California
$734K -$17.1K -70 -2%
NAS
897
Nicolet Advisory Services
Wisconsin
$733K -$20.4K -89 -3%
EH
898
Equitable Holdings
New York
$732K +$110K +450 +18%
AC
899
Avestar Capital
New York
$729K +$46.4K +190 +7%
DWM
900
Dogwood Wealth Management
Kansas
$719K +$87.6K +359 +14%
34 35
36
37 38