MMC icon

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 %
BRM
926
Boston Research & Management
Massachusetts
$639K – – –
OIAM
927
OFI Invest Asset Management
France
$639K +$53.3K +236 +9%
PA
928
Procyon Advisors
Connecticut
$631K +$15.9K +65 +3%
TA
929
TFB Advisors
Kansas
$631K +$2.44K +10 +0.4%
CWM
930
C2C Wealth Management
Arizona
$630K – – –
DFG
931
Delta Financial Group
New Jersey
$625K -$9.85K -42 -2%
WKWM
932
Walter & Keenan Wealth Management
Indiana
$620K +$28.6K +117 +5%
TCM
933
Tuttle Capital Management
Connecticut
$617K +$177K +724 +40%
IA
934
IFC Advisors
California
$614K +$614K +2,518 New
Wolverine Trading
935
Wolverine Trading
Illinois
$614K +$614K +2,533 New
BCB
936
Brian C. Broderick
$610K – – –
MA
937
Montag & Associates
Georgia
$604K -$79.3K -325 -12%
LGF
938
LGT Group Foundation
Liechtenstein
$603K -$218K -893 -27%
EHWM
939
Eads & Heald Wealth Management
Georgia
$600K +$8.54K +35 +1%
SWAG
940
Spectrum Wealth Advisory Group
California
$600K – – –
FWM
941
Foguth Wealth Management
Michigan
$599K +$599K +2,454 New
SAW
942
Signal Advisors Wealth
Michigan
$597K +$597K +2,448 New
AWM
943
Aberdeen Wealth Management
Illinois
$594K – – –
GLA
944
Great Lakes Advisors
Illinois
$590K +$57.1K +234 +11%
ACM
945
Advisors Capital Management
New Jersey
$590K +$54.9K +225 +10%
SL
946
SWMG LLC
Texas
$589K -$5.26K -24 -0.9%
GFP
947
Gryphon Financial Partners
Ohio
$583K +$98.6K +404 +20%
FCG
948
Fielder Capital Group
Tennessee
$582K +$15.9K +65 +3%
AIM
949
Advyzon Investment Management
Illinois
$582K +$307K +1,256 +111%
PMSA
950
Patrick M. Sweeney & Associates
Illinois
$578K – – –
36 37
38
39 40