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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 %
SIM
1126
Sentry Investment Management
Wisconsin
$349K -$104K -466 -23%
SIM
1127
Synergy Investment Management
Florida
$348K -$244 -1 -0.1%
DI
1128
Diligent Investors
California
$348K – – –
JIC
1129
Joel Isaacson & Co
New York
$347K – – –
RL
1130
Retireful LLC
Michigan
$347K +$347K +1,432 New
MLRA
1131
Main Line Retirement Advisors
Montana
$346K +$244 +1 +0.1%
EHC
1132
Everett Harris & Co
California
$345K – – –
FDCP
1133
Foster Dykema Cabot & Partners
Massachusetts
$342K – – –
AAS
1134
Ameritas Advisory Services
Nebraska
$342K +$19.4K +85 +6%
CWP
1135
Capital Wealth Planning
Florida
$342K – – –
ESB
1136
Essex Savings Bank
Connecticut
$342K -$4.15K -17 -1%
SGWM
1137
Sterling Group Wealth Management
California
$341K – – –
SFS
1138
Stiles Financial Services
Minnesota
$341K +$7.57K +31 +2%
KFC
1139
Klingenstein Fields & Co
New York
$340K +$6.1K +25 +2%
PCM
1140
Pointe Capital Management
Michigan
$340K – – –
CH
1141
Cromwell Holdings
Wyoming
$339K – – –
AW
1142
Alteri Wealth
California
$339K -$50.3K -206 -13%
NAAA
1143
New Age Alpha Advisors
New York
$338K -$57.8K -237 -15%
RCP
1144
Rothschild Capital Partners
New York
$337K – – –
OWP
1145
ORG Wealth Partners
Texas
$334K +$334K +1,369 New
SEIA
1146
Signature Estate & Investment Advisors
California
$332K +$5.13K +21 +2%
CT
1147
Colonial Trust
South Carolina
$331K +$5.13K +21 +2%
MW
1148
Marcum Wealth
Ohio
$331K -$1.22K -5 -0.4%
LAS
1149
Legacy Advisory Services
Pennsylvania
$330K +$330K +1,350 New
RHJA
1150
Rice Hall James & Associates
California
$329K – – –
44 45
46
47 48