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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 %
OFO
1001
OneAscent Family Office
Alabama
$492K +$492K +2,018 New
SWP
1002
Stratos Wealth Partners
Ohio
$490K -$256K -1,050 -34%
KCM
1003
Kornitzer Capital Management
Kansas
$488K – – –
SCI
1004
S&CO Inc
Massachusetts
$488K – – –
ECM
1005
Evergreen Capital Management
Washington
$488K +$38.8K +159 +9%
FMLI
1006
Fukoku Mutual Life Insurance
Japan
$484K – – –
WCM
1007
Wallace Capital Management
Texas
$478K – – –
KCM
1008
Kanawha Capital Management
Virginia
$478K – – –
AWM
1009
Avior Wealth Management
Nebraska
$477K +$732 +3 +0.2%
GWA
1010
Gratus Wealth Advisors
Virginia
$475K -$27.8K -114 -6%
CFG
1011
CKW Financial Group
Hawaii
$474K +$731 +3 +0.2%
PA
1012
Prossimo Advisors
California
$473K +$7.07K +29 +2%
OCG
1013
Opus Capital Group
Ohio
$470K +$11.7K +48 +3%
EW
1014
Evoke Wealth
California
$469K +$65.7K +269 +16%
TL
1015
Tradewinds LLC
North Carolina
$468K -$14.6K -60 -3%
WCA
1016
Westover Capital Advisors
Delaware
$459K +$9.27K +38 +2%
APW
1017
Acima Private Wealth
Virginia
$459K – – –
ACM
1018
Aster Capital Management
United Arab Emirates
$457K +$99.2K +417 +28%
CA
1019
Cornerstone Advisory
Maryland
$456K +$68.5K +302 +18%
CI
1020
Corient IA
Florida
$454K +$454K +1,860 New
GWANC
1021
Guardian Wealth Advisors (North Carolina)
North Carolina
$453K +$21.5K +88 +5%
DAS
1022
Dynamic Advisor Solutions
Arizona
$453K +$25.4K +104 +6%
WCWM
1023
Willow Creek Wealth Management
California
$452K +$1.22K +5 +0.3%
HWMO
1024
Heritage Wealth Management (Ohio)
Ohio
$452K – – –
PDL
1025
Portfolio Design Labs
California
$451K +$176K +721 +64%
39 40
41
42 43