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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 %
PWG
1176
Portside Wealth Group
Utah
$311K +$311K +1,275 New
GKWIM
1177
Gerber Kawasaki Wealth & Investment Management
California
$311K +$2.93K +12 +1%
JCM
1178
Jacobi Capital Management
Pennsylvania
$310K +$43.4K +178 +16%
GM
1179
GeoWealth Management
Illinois
$310K -$278K -1,137 -47%
EFM
1180
E Fund Management
China
$308K +$11.5K +47 +4%
NEPPG
1181
New England Professional Planning Group
Rhode Island
$308K – – –
VCM
1182
Versant Capital Management
Arizona
$307K +$126K +517 +70%
VIA
1183
Victrix Investment Advisors
Florida
$307K -$3.66K -15 -1%
YIA
1184
YHB Investment Advisors
Connecticut
$307K -$20.5K -84 -6%
GVAG
1185
Great Valley Advisor Group
Delaware
$306K -$12.5K -51 -4%
TFCP
1186
Twin Focus Capital Partners
Massachusetts
$306K – – –
HI
1187
Harbour Investments
Wisconsin
$306K +$10.7K +44 +4%
CPA
1188
Court Place Advisors
Maryland
$305K +$11.7K +48 +4%
ONB
1189
Old National Bancorp
Indiana
$305K +$305K +1,248 New
SAG
1190
SageView Advisory Group
California
$304K +$3.91K +16 +1%
WMA
1191
Wealth Management Associates
New Jersey
$304K – – –
MW
1192
Members Wealth
Pennsylvania
$303K -$63.7K -261 -17%
SIA
1193
Soltis Investment Advisors
Utah
$303K +$21.5K +88 +8%
SG
1194
StoneX Group
New York
$302K +$10.5K +43 +4%
SCP
1195
Sivia Capital Partners
California
$302K +$23.4K +96 +8%
BI
1196
Ballast Inc
Kentucky
$300K – – –
OIS
1197
OneAscent Investment Solutions
Alabama
$300K +$300K +1,230 New
GBT
1198
Grove Bank & Trust
Florida
$300K – – –
SMG
1199
Smart Money Group
Texas
$300K -$6.1K -25 -2%
DWP
1200
Daymark Wealth Partners
Ohio
$299K -$142K -582 -32%
46 47
48
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