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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 %
HTC
1251
Haverford Trust Company
Pennsylvania
$253K +$253K +1,037 New
DWM
1252
Destination Wealth Management
California
$252K -$60.8K -249 -19%
DE
1253
Diversified Enterprises
Delaware
$252K +$252K +1,033 New
WS
1254
Wedbush Securities
California
$252K -$12.4K -51 -5%
RP
1255
Riverwater Partners
Wisconsin
$252K +$20.7K +85 +9%
BCG
1256
BayBridge Capital Group
California
$251K +$976 +4 +0.4%
WF
1257
Wayfinding Financial
Washington
$251K +$1.22K +5 +0.5%
LAM
1258
Longboard Asset Management
Arizona
$251K – – –
MSWM
1259
McGlone Suttner Wealth Management
Wisconsin
$250K +$3.42K +14 +1%
TWM
1260
Topsail Wealth Management
North Carolina
$250K +$250K +1,025 New
OWP
1261
Obermeyer Wealth Partners
Colorado
$250K -$5.37K -22 -2%
MIC
1262
Means Investment Company
Maine
$249K -$732 -3 -0.3%
HWA
1263
HHM Wealth Advisors
Tennessee
$248K – – –
DCM
1264
Dudley Capital Management
Virginia
$246K – – –
MAG
1265
Members Advisory Group
New York
$246K – – –
FWP
1266
FAS Wealth Partners
Kansas
$246K +$488 +2 +0.2%
PP
1267
Patron Partners
Texas
$245K -$13.9K -57 -5%
RPWA
1268
Regent Peak Wealth Advisors
Georgia
$245K -$2.68K -11 -1%
AIP
1269
Arrowpoint Investment Partners
Singapore
$244K +$104K +428 +75%
RWRC
1270
R.W. Roge & Company
New York
$244K – – –
HC
1271
Hamilton Capital
Ohio
$244K +$244K +999 New
MA
1272
MONECO Advisors
Connecticut
$241K -$22.2K -91 -8%
OWM
1273
OneAscent Wealth Management
Alabama
$241K -$136K -557 -36%
GEM
1274
Global Endowment Management
North Carolina
$241K -$251K -1,029 -51%
SVWAG
1275
Sound View Wealth Advisors Group
Georgia
$239K +$7.81K +32 +3%
49 50
51
52 53