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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 %
KIG
976
Kessler Investment Group
Indiana
$524K -$46.4K -190 -8%
CBB
977
Citizens Business Bank
California
$524K – – –
MWM
978
Modera Wealth Management
New Jersey
$521K +$61K +250 +13%
WFA
979
WestHill Financial Advisors
California
$520K -$2.44K -10 -0.5%
MFA
980
Mayflower Financial Advisors
Massachusetts
$520K +$8.79K +36 +2%
EB
981
Eastern Bank
Massachusetts
$519K +$64.4K +264 +14%
TBA
982
Tower Bridge Advisors
Pennsylvania
$518K -$1.46K -6 -0.3%
HCP
983
Hexagon Capital Partners
Arkansas
$518K +$57.3K +235 +12%
CWC
984
Carolinas Wealth Consulting
North Carolina
$517K +$2.93K +12 +0.6%
SHWM
985
Smith & Howard Wealth Management
Georgia
$512K – – –
TWA
986
Talisman Wealth Advisors
New Jersey
$512K -$23.4K -96 -4%
CCWM
987
Cassaday & Co Wealth Management
Virginia
$512K – – –
BCM
988
Brookstone Capital Management
Illinois
$511K +$9.03K +37 +2%
CAM
989
Congress Asset Management
Massachusetts
$509K – – –
LAM
990
L2 Asset Management
Massachusetts
$507K +$43.4K +178 +9%
YIH
991
Y-Intercept (HK)
Hong Kong
$506K +$506K +2,073 New
CG
992
Cynosure Group
Utah
$504K +$14.4K +59 +3%
MSCM
993
McElhenny Sheffield Capital Management
Texas
$502K +$502K +2,059 New
CAC
994
Core Alternative Capital
Georgia
$497K -$4.64K -19 -0.9%
MIM
995
Merrion Investment Management
New Jersey
$496K – – –
OL
996
Optas LLC
Texas
$494K -$10.7K -44 -2%
ACM
997
Andina Capital Management
Utah
$494K +$494K +2,025 New
HFM
998
Harvest Fund Management
China
$494K +$160K +654 +48%
PFA
999
Pure Financial Advisors
California
$493K +$113K +462 +30%
EA
1000
Everpar Advisors
Oklahoma
$492K -$40.3K -165 -8%
38 39
40
41 42