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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 %
SWM
1051
SeaCrest Wealth Management
New York
$424K -$55.6K -228 -12%
JWCA
1052
J.W. Cole Advisors
Florida
$421K +$56.6K +232 +16%
CCP
1053
Clarkston Capital Partners
Michigan
$421K – – –
SWA
1054
SOA Wealth Advisors
New York
$418K +$488 +2 +0.1%
DWA
1055
Douglass Winthrop Advisors
New York
$417K – – –
MA
1056
MCF Advisors
Kentucky
$416K -$9.52K -39 -2%
AAMC
1057
Asset Allocation & Management Company
Illinois
$415K – – –
JAG
1058
Journey Advisory Group
Kentucky
$415K -$53.7K -220 -11%
JFL
1059
Jarislowsky, Fraser Ltd
Quebec, Canada
$415K – – –
IP
1060
Investment Partners
Ohio
$412K +$1.46K +6 +0.4%
Koshinski Asset Management
1061
Koshinski Asset Management
Illinois
$412K +$7.32K +30 +2%
RW
1062
RVW Wealth
California
$410K +$410K +1,681 New
LFG
1063
Lockerman Financial Group
California
$409K -$1.95K -8 -0.5%
FWA
1064
FSM Wealth Advisors
Ohio
$408K +$42.7K +175 +12%
KC
1065
Kinloch Capital
Virginia
$408K – – –
CA
1066
Claro Advisors
Massachusetts
$407K +$60.3K +247 +17%
SCM
1067
SCS Capital Management
Massachusetts
$404K +$404K +1,657 New
MWA
1068
Meridian Wealth Advisors
Texas
$402K +$732 +3 +0.2%
TPW
1069
Talon Private Wealth
Florida
$401K -$15.6K -64 -4%
BA
1070
Bellwether Advisors
Nebraska
$394K -$5.4M -22,112 -93%
LJHT
1071
Laurie J. Hall Trustee
$393K -$61K -250 -13%
MSFP
1072
Mark Sheptoff Financial Planning
Connecticut
$393K – – –
TWA
1073
TCI Wealth Advisors
Arizona
$392K +$4.88K +20 +1%
PHAM
1074
Palisades Hudson Asset Management
Florida
$392K – – –
SAI
1075
Savvy Advisors Inc
New York
$391K +$8.3K +34 +2%
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