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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 %
CCG
1026
Cypress Capital Group
Florida
$451K +$207K +848 +85%
GC
1027
Gilbert & Cook
Iowa
$450K – – –
GIA
1028
Gladstone Institutional Advisory
Florida
$450K -$44.6K -183 -9%
CFP
1029
Catalyst Financial Partners
Massachusetts
$449K +$28.8K +118 +7%
RFN
1030
RDA Financial Network
Iowa
$449K +$16.3K +67 +4%
RIL
1031
Rothschild Investment LLC
Illinois
$449K +$15.6K +64 +4%
LWP
1032
LeClair Wealth Partners
Ohio
$444K – – –
TPI
1033
Trust Point Inc
Wisconsin
$444K -$289K -1,184 -39%
UFF
1034
USA Financial Formulas
Michigan
$441K +$199K +816 +82%
TC
1035
TFR Capital
Texas
$441K +$441K +1,809 New
AWA
1036
AGH Wealth Advisors
Kansas
$440K -$16.4K -67 -4%
DA
1037
Dillon & Associates
Michigan
$439K – – –
RMDI
1038
R.M. Davis Inc
Maine
$439K +$43.9K +180 +11%
NFC
1039
Northstar Financial Companies
Pennsylvania
$436K – – –
EL
1040
EWA LLC
Pennsylvania
$435K +$9.28K +38 +2%
NHT
1041
New Hampshire Trust
New Hampshire
$434K – – –
RMCM
1042
Reynders McVeigh Capital Management
Massachusetts
$432K -$12.2K -50 -3%
SWA
1043
Stratos Wealth Advisors
Ohio
$432K +$20.3K +83 +5%
ML
1044
Mayport LLC
Massachusetts
$431K – – –
TW
1045
TritonPoint Wealth
Maryland
$429K +$20.5K +84 +5%
MSFS
1046
Main Street Financial Solutions
Pennsylvania
$429K +$179K +732 +71%
NPF
1047
Norris Perne & French
Michigan
$429K -$11.2K -46 -3%
CWM
1048
Cahaba Wealth Management
Georgia
$428K – – –
WPW
1049
Waldron Private Wealth
Pennsylvania
$425K -$331K -1,355 -44%
MC
1050
Moors & Cabot
Massachusetts
$424K +$11.7K +48 +3%
40 41
42
43 44