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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 %
SLG
1201
Stanley-Laman Group
Pennsylvania
$298K +$298K +1,220 New
AWE
1202
Avidian Wealth Enterprises
Texas
$298K +$30.3K +124 +11%
PL
1203
Parthenon LLC
Kentucky
$296K – – –
NED
1204
Nancy E. Dempze
$295K -$24.4K -100 -8%
SIM
1205
Stratos Investment Management
Ohio
$295K -$71K -291 -19%
TWP
1206
Tyche Wealth Partners
Texas
$294K -$85.4K -350 -23%
DWAM
1207
Duncan Williams Asset Management
Tennessee
$293K -$3.66K -15 -1%
GFL
1208
Granite FO LLC
New Hampshire
$293K – – –
PL
1209
Perpetual Ltd
Australia
$293K – – –
PFA
1210
Pathway Financial Advisors
Vermont
$293K – – –
MPPW
1211
Mitchell & Pahl Private Wealth
Oklahoma
$291K -$50.5K -207 -15%
BFWA
1212
Benchmark Financial Wealth Advisors
Florida
$290K -$15.9K -65 -5%
NCM
1213
Northside Capital Management
Oregon
$289K – – –
SB
1214
Sunflower Bank
Texas
$289K +$732 +3 +0.3%
IC
1215
Inscription Capital
Texas
$287K +$287K +1,395 New
MWM
1216
Modern Wealth Management
Kansas
$287K +$287K +1,175 New
PSP
1217
Principal Street Partners
Tennessee
$286K +$12.7K +52 +5%
TIA
1218
Trust Investment Advisors
Indiana
$286K +$286K +1,171 New
NAM
1219
NorthCrest Asset Manangement
Minnesota
$285K +$285K +1,170 New
FHA
1220
Flagship Harbor Advisors
Massachusetts
$281K -$85.4K -350 -23%
TSWM
1221
Tyler-Stone Wealth Management
Ohio
$280K -$56.6K -232 -17%
CCA
1222
Childress Capital Advisors
Texas
$279K +$30.5K +125 +12%
RPSA
1223
Richard P. Slaughter Associates
Texas
$278K – – –
UW
1224
Unique Wealth
Florida
$278K +$35.6K +146 +15%
SW
1225
Schulz Wealth
Texas
$277K – – –
47 48
49
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