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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 %
PIA
951
Powell Investment Advisors
Florida
$576K – – –
PI
952
PFG Investments
New York
$575K +$77.1K +316 +15%
DOA
953
D'Orazio & Associates
Virginia
$572K +$2.68K +11 +0.5%
SWM
954
Stockman Wealth Management
Montana
$572K -$3.66K -15 -0.6%
LFA
955
Legacy Financial Advisors
Kentucky
$572K +$6.35K +26 +1%
WS
956
Wela Strategies
Georgia
$567K +$567K +2,325 New
OCBCO
957
Oversea-Chinese Banking Corp (OCBC)
Singapore
$567K -$522K -2,140 -48%
IWM
958
IHT Wealth Management
Illinois
$563K +$11.2K +46 +2%
KP
959
Keel Point
Alabama
$559K +$135K +554 +32%
NWMG
960
National Wealth Management Group
Ohio
$558K +$558K +2,285 New
AA
961
Alta Advisers
United Kingdom
$556K +$171K +700 +44%
BAM
962
Berkshire Asset Management
Pennsylvania
$550K +$124K +545 +29%
SPC
963
Sigma Planning Corp
Michigan
$550K -$17.6K -72 -3%
IA
964
Intellus Advisors
Florida
$547K +$256K +1,050 +88%
LFM
965
LGT Fund Management
Liechtenstein
$547K – – –
GS
966
GTS Securities
New York
$546K -$834K -3,418 -60%
AF
967
Atala Financial
California
$537K – – –
PIM
968
Penobscot Investment Management
Massachusetts
$535K -$48.3K -198 -8%
FAIM
969
Financial Advocates Investment Management
Washington
$535K -$15.1K -62 -3%
EFA
970
Evernest Financial Advisors
Indiana
$531K – – –
PCM
971
Parsons Capital Management
Rhode Island
$530K +$1.71K +7 +0.3%
GLA
972
Good Life Advisors
Pennsylvania
$530K -$5.37K -22 -1%
MG
973
Mather Group
Illinois
$530K -$13.2K -54 -2%
Fisher Asset Management
974
Fisher Asset Management
Washington
$529K +$42.7K +175 +9%
AIP
975
ARS Investment Partners
New York
$526K – – –
37 38
39
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