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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 %
BWP
1226
BSW Wealth Partners
Colorado
$276K +$9.03K +37 +3%
CFO
1227
CVA Family Office
Colorado
$276K +$32.5K +133 +13%
RMC
1228
Resources Management Corp
Connecticut
$275K -$42.8K -175 -13%
GAB
1229
German American Bancorp
Indiana
$274K -$36.6K -150 -12%
SWA
1230
Sax Wealth Advisors
New Jersey
$273K +$38.3K +157 +16%
PWP
1231
Principle Wealth Partners
Connecticut
$272K – – –
RTC
1232
Riverview Trust Company
Washington
$271K -$2.93K -12 -1%
APP
1233
Avantax Planning Partners
Iowa
$269K -$4.39K -18 -2%
AAP
1234
Arax Advisory Partners
Colorado
$267K -$229K -940 -46%
SPA
1235
Sherbrooke Park Advisers
New York
$267K +$21.2K +87 +9%
WB
1236
WesBanco Bank
West Virginia
$266K -$8.3K -34 -3%
MCWA
1237
Meadow Creek Wealth Advisors
Georgia
$266K +$976 +4 +0.4%
CCG
1238
Catalina Capital Group
California
$264K -$296K -1,213 -53%
ASG
1239
Ariston Services Group
California
$263K – – –
CCMG
1240
Clark Capital Management Group
Pennsylvania
$263K -$170K -698 -39%
AFP
1241
Alpha Financial Partners
Kentucky
$263K +$977 +4 +0.4%
FFA
1242
Founders Financial Alliance
North Carolina
$261K +$261K +1,068 New
PWM
1243
Pines Wealth Management
North Carolina
$259K -$12.8K -58 -5%
CCA
1244
Catalyst Capital Advisors
New York
$257K +$79.8K +327 +45%
MAWA
1245
Moss Adams Wealth Advisors
Washington
$256K -$25.1K -103 -9%
EI
1246
eCIO Inc
Wisconsin
$256K +$256K +1,050 New
SC
1247
Sapient Capital
Indiana
$256K -$37.6K -154 -13%
TB
1248
Terril Brothers
Missouri
$256K +$2.44K +10 +1%
AA
1249
Advisory Alpha
Michigan
$255K +$976 +4 +0.4%
MCM
1250
MV Capital Management
Maryland
$255K +$146K +600 +135%
48 49
50
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