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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 %
UB
1101
Umpqua Bank
Oregon
$368K +$19K +78 +5%
RCAG
1102
Rehmann Capital Advisory Group
Michigan
$368K +$17.1K +70 +5%
YIM
1103
Yoffe Investment Management
Pennsylvania
$366K – – –
CA
1104
Continuum Advisory
Idaho
$366K +$31.7K +130 +10%
FFP
1105
FourThought Financial Partners
Florida
$363K -$22.7K -93 -6%
DJSG
1106
D.J. St. Germain
Massachusetts
$362K +$179K +733 +97%
DWM
1107
Drive Wealth Management
Utah
$362K +$5.86K +24 +2%
APW
1108
Austin Private Wealth
Texas
$362K +$6.1K +25 +2%
NFG
1109
Nations Financial Group
Iowa
$361K -$246K -1,009 -41%
TM
1110
TigerOak Management
New Mexico
$361K -$17.8K -73 -5%
RCA
1111
Resonant Capital Advisors
Wisconsin
$360K +$53.2K +218 +17%
WCM
1112
WealthBridge Capital Management
Ohio
$360K +$8.05K +33 +2%
PWMG
1113
Prestige Wealth Management Group
New Jersey
$357K +$4.88K +20 +1%
RSWM
1114
Robertson Stephens Wealth Management
California
$355K +$355K +1,454 New
Fayez Sarofim & Co
1115
Fayez Sarofim & Co
Texas
$354K – – –
MPI
1116
Mairs & Power Inc
Minnesota
$354K +$18.3K +75 +5%
FAFN
1117
First Affirmative Financial Network
Colorado
$353K -$49.8K -204 -12%
VCA
1118
Verdence Capital Advisors
Maryland
$352K +$14.6K +60 +4%
MPM
1119
MBB Public Markets
Illinois
$351K +$351K +1,440 New
BI
1120
Bolthouse Investments
California
$350K – – –
BCG
1121
Breakwater Capital Group
New Jersey
$350K -$10.7K -44 -3%
BONH
1122
Bank of New Hampshire
New Hampshire
$350K – – –
PP
1123
PFS Partners
New Jersey
$350K – – –
AC
1124
ASB Consultores
Florida
$350K -$249K -1,022 -42%
MCCP
1125
Mission Creek Capital Partners
California
$350K – – –
43 44
45
46 47