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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 %
AWM
901
Aprio Wealth Management
Georgia
$719K +$147K +602 +26%
GAM
902
Groupama Asset Management
France
$718K +$408K +1,682 +132%
PFS
903
Prospera Financial Services
Texas
$708K +$82.3K +337 +13%
MCM
904
McRae Capital Management
New Jersey
$708K – – –
SQA
905
Simon Quick Advisors
New Jersey
$707K +$161K +660 +29%
SG
906
Strid Group
Pennsylvania
$701K – – –
AP
907
Adero Partners
California
$699K +$13.7K +56 +2%
KA
908
Kearns & Associates
California
$698K – – –
FA
909
Faithward Advisors
Pennsylvania
$696K +$18.1K +74 +3%
AWA
910
Archvest Wealth Advisors
California
$693K – – –
MLA
911
My Legacy Advisors
Oregon
$688K +$8.05K +33 +1%
PCH
912
PGIM Custom Harvest
New Jersey
$686K -$70.5K -289 -9%
JHP
913
James Hambro & Partners
United Kingdom
$686K – – –
MWM
914
Meritas Wealth Management
California
$685K – – –
SPC
915
Spirepoint Private Client
Florida
$684K -$976 -4 -0.1%
MCM
916
Mattern Capital Management
Colorado
$675K +$56.9K +233 +9%
HCM
917
Howard Capital Management
Georgia
$672K -$84.2K -345 -11%
AT
918
Avalon Trust
New Mexico
$662K – – –
CCA
919
Coign Capital Advisors
Utah
$662K -$5.13K -21 -0.8%
WPW
920
Warther Private Wealth
Ohio
$659K -$9.76K -40 -1%
PPWP
921
Premier Path Wealth Partners
New Jersey
$650K +$1.22K +5 +0.2%
SSWM
922
Smith Salley Wealth Management
North Carolina
$646K +$131K +538 +25%
AWA
923
Amplius Wealth Advisors
Pennsylvania
$645K +$1.22K +5 +0.2%
CAI
924
Capital Advisors Inc
Oklahoma
$645K -$2.93K -12 -0.5%
4WM
925
44 Wealth Management
Oregon
$642K -$28.6K -117 -4%
35 36
37
38 39