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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 %
SI
1076
Sava Infond
Slovenia
$390K -$390K -1,600 -50%
PWAM
1077
Private Wealth Asset Management
Iowa
$390K +$390K +1,599 New
CPIG
1078
Chicago Partners Investment Group
Illinois
$388K -$33.5K -147 -8%
CAM
1079
Carret Asset Management
New York
$388K – – –
LGWM
1080
Litman Gregory Wealth Management
California
$388K -$51.5K -211 -12%
TTWM
1081
TCV Trust & Wealth Management
Virginia
$387K – – –
CM
1082
Capital Management
Virginia
$386K – – –
DA
1083
Detalus Advisors
Missouri
$386K +$9.52K +39 +3%
AWM
1084
Angeles Wealth Management
California
$385K +$36.4K +149 +10%
OF
1085
Optimize Financial
California
$384K +$384K +1,573 New
AC
1086
AXQ Capital
New Jersey
$383K -$1.11M -4,567 -74%
B
1087
Bailard
California
$383K +$244 +1 +0.1%
RBC
1088
Roble Belko & Company
Pennsylvania
$382K -$83.9K -344 -18%
VA
1089
VestGen Advisors
Illinois
$378K +$378K +1,550 New
VC
1090
Veracity Capital
Georgia
$378K +$3.66K +15 +1%
DMBA
1091
Deseret Mutual Benefit Administrators
Utah
$378K +$12.4K +51 +3%
AFT
1092
Alpha Family Trust
California
$377K +$132K +540 +54%
PFBT
1093
Parkside Financial Bank & Trust
Missouri
$375K +$63K +258 +20%
SW
1094
SlateStone Wealth
Florida
$374K +$488 +2 +0.1%
JWWM
1095
Johnson & White Wealth Management
Pennsylvania
$371K +$1.22K +5 +0.3%
NFC
1096
Northeast Financial Consultants
Connecticut
$369K – – –
LC
1097
Lindbrook Capital
California
$369K +$10.7K +44 +3%
CTC
1098
Central Trust Company
Missouri
$369K -$15.9K -65 -4%
RPC
1099
Rossmore Private Capital
Connecticut
$368K +$54.4K +223 +17%
ACC
1100
Acorn Creek Capital
Colorado
$368K -$19.8K -81 -5%
42 43
44
45 46