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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 %
AP
1276
Appleton Partners
Massachusetts
$238K -$4.64K -19 -2%
AWA
1277
Arete Wealth Advisors
Illinois
$238K +$238K +976 New
FIC
1278
Family Investment Center
Missouri
$238K -$9.27K -38 -4%
VF
1279
Vest Financial
Virginia
$237K +$237K +970 New
FP
1280
Fiduciary Planning
Florida
$235K +$976 +4 +0.4%
PL
1281
Plancorp LLC
Missouri
$234K +$234K +957 New
HCM
1282
HMS Capital Management
Tennessee
$233K – – –
ABTD
1283
Arvest Bank Trust Division
Oklahoma
$233K +$233K +956 New
MFIM
1284
Mesirow Financial Investment Management
Illinois
$233K -$23.2K -95 -9%
Group One Trading
1285
Group One Trading
Illinois
$233K -$448K -1,834 -66%
PWM
1286
Palumbo Wealth Management
New York
$233K +$233K +953 New
GWMR
1287
GC Wealth Management RIA
Massachusetts
$232K -$8.79K -36 -4%
USCWA
1288
U.S. Capital Wealth Advisors
Texas
$231K +$231K +948 New
AAM
1289
Aureus Asset Management
Massachusetts
$231K +$231K +947 New
RPGK
1290
Retirement Planning Group (Kansas)
Kansas
$230K -$7.08K -29 -3%
WA
1291
Wealthstream Advisors
New York
$230K +$230K +943 New
HIG
1292
Heritage Investment Group
Florida
$230K +$230K +941 New
CCC
1293
Compass Capital Corp
Massachusetts
$229K – – –
DW30
1294
Drucker Wealth 3.0
New Jersey
$228K +$228K +934 New
NCTC
1295
New Covenant Trust Company
Indiana
$227K -$7.51K -31 -3%
FA
1296
Fiduciary Alliance
South Carolina
$226K +$226K +928 New
BHBT
1297
Burke & Herbert Bank & Trust
Virginia
$226K +$226K +928 New
NG
1298
Norden Group
Utah
$224K +$224K +920 New
KFS
1299
Kelly Financial Services
Massachusetts
$224K +$224K +919 New
OPWM
1300
Oxinas Partners Wealth Management
Indiana
$223K +$223K +915 New
50 51
52
53 54