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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 %
VCP
1151
Verus Capital Partners
Arizona
$328K -$7.56K -31 -2%
BIAS
1152
Beacon Investment Advisory Services
New Jersey
$328K +$40.8K +167 +14%
FMII
1153
Farmers & Merchants Investments Inc
Nebraska
$327K – – –
HWA
1154
HCR Wealth Advisors
California
$327K – – –
FH
1155
FWG Holdings
Florida
$325K +$222 +1 +0.1%
RWM
1156
Revisor Wealth Management
Ohio
$324K +$324K +1,329 New
MEG
1157
Millstone Evans Group
Colorado
$323K – – –
HCM
1158
Hollencrest Capital Management
California
$323K -$7.32K -30 -2%
BB
1159
Busey Bank
Illinois
$322K +$12.9K +53 +4%
PIP
1160
Peachtree Investment Partners
Florida
$321K +$321K +1,315 New
IAIM
1161
International Assets Investment Management
Florida
$320K -$136K -556 -30%
TWM
1162
Trueblood Wealth Management
Ohio
$320K +$62.7K +257 +24%
RA
1163
RFG Advisory
Alabama
$319K -$9.76K -40 -3%
OL
1164
OneFund LLC
Florida
$318K +$244 +1 +0.1%
GPW
1165
Genesis Private Wealth
Virginia
$315K +$18.1K +74 +6%
FOA
1166
Five Oceans Advisors
California
$315K +$488 +2 +0.2%
TCMP
1167
Thrive Capital Management (Pennsylvania)
Pennsylvania
$314K +$314K +1,289 New
TCOV
1168
Trust Company of Vermont
Vermont
$313K +$5.13K +21 +2%
CWG
1169
Cornerstone Wealth Group
North Carolina
$313K +$1.95K +8 +0.6%
VC
1170
Vestor Capital
Illinois
$313K -$2.44K -10 -0.8%
BBA
1171
Braun-Bostich & Associates
Pennsylvania
$313K +$16.4K +67 +6%
IAS
1172
Insigneo Advisory Services
Florida
$312K +$20K +82 +7%
NPA
1173
Nichols & Pratt Advisers
Massachusetts
$312K – – –
EC
1174
EntryPoint Capital
New York
$312K +$312K +1,277 New
IP
1175
Ignite Planners
California
$312K +$23.3K +104 +8%
45 46
47
48 49