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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 %
RT
1301
Rockland Trust
Massachusetts
$223K -$129K -529 -37%
ECM
1302
EagleClaw Capital Management
Massachusetts
$223K -$48.8K -200 -18%
ANBT
1303
American National Bank & Trust
Texas
$223K -$732 -3 -0.3%
KWA
1304
Kingswood Wealth Advisors
California
$223K +$223K +912 New
MC
1305
Middleton & Co
Massachusetts
$222K +$222K +910 New
MAM
1306
McLean Asset Management
Virginia
$222K +$6.62K +30 +3%
IAS
1307
Investment Advisory Services
Texas
$221K +$221K +905 New
MWM
1308
Meridian Wealth Management
Kentucky
$220K -$28.6K -117 -11%
BPW
1309
Bingham Private Wealth
California
$220K -$15.9K -65 -7%
PIA
1310
Pollock Investment Advisors
Michigan
$220K +$220K +900 New
NHC
1311
Nicholas Hoffman & Company
Georgia
$219K +$219K +899 New
TCM
1312
Teza Capital Management
Illinois
$219K -$1.32M -5,421 -86%
CCA
1313
Cottonwood Capital Advisors
Utah
$219K -$42K -172 -16%
ABC
1314
Associated Banc-Corp
Wisconsin
$219K +$219K +896 New
NFP
1315
Narus Financial Partners
Utah
$218K +$218K +895 New
MWA
1316
Mills Wealth Advisors
Texas
$218K +$218K +895 New
PPA
1317
Painted Porch Advisors
California
$218K – – –
NI
1318
Natural Investments
California
$218K +$218K +896 New
WPW
1319
Watershed Private Wealth
Illinois
$218K +$218K +892 New
RC
1320
Roundview Capital
New Jersey
$217K +$217K +890 New
BONST
1321
Bank of Nova Scotia Trust
Ontario, Canada
$217K +$217K +889 New
CHP
1322
Cable Hill Partners
Oregon
$216K +$216K +954 New
OCM
1323
One Capital Management
California
$215K +$215K +882 New
CS
1324
Cannell & Spears
New York
$215K +$215K +879 New
CP
1325
Clarendon Private
Massachusetts
$214K +$214K +877 New
51 52
53
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