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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 %
QL
1326
Quarry LP
New York
$214K -$74.4K -305 -26%
GSF
1327
Grove Street Fiduciary
New Hampshire
$214K +$214K +875 New
GA
1328
Goldstein Advisors
Wisconsin
$213K +$213K +871 New
BWM
1329
Baron Wealth Management
Michigan
$212K +$212K +870 New
BWL
1330
Bogart Wealth LLC
Virginia
$212K +$61K +250 +41%
DFA
1331
DHK Financial Advisors
New Hampshire
$211K +$211K +866 New
HI
1332
Humankind Investments
New York
$211K +$211K +864 New
SP
1333
Stablepoint Partners
Massachusetts
$210K +$210K +861 New
WC
1334
Waterloo Capital
Texas
$210K +$210K +859 New
VCM
1335
Virtue Capital Management
Tennessee
$208K +$208K +854 New
PIN
1336
Prudent Investors Network
California
$208K +$208K +851 New
CT
1337
Chicago Trust
Illinois
$208K +$208K +851 New
BWP
1338
Baldwin Wealth Partners
Massachusetts
$207K +$207K +847 New
OHWP
1339
Oak Harbor Wealth Partners
North Carolina
$207K +$207K +847 New
PIA
1340
Pinion Investment Advisors
Kansas
$205K +$205K +841 New
BOM
1341
Bank of Marin
California
$205K +$205K +841 New
CMAI
1342
Capital Management Associates Inc
Minnesota
$205K +$205K +840 New
JCM
1343
Jacobsen Capital Management
Utah
$204K +$204K +836 New
PWP
1344
PrairieView Wealth Partners
Illinois
$203K +$203K +833 New
AIMC
1345
Alley Investment Management Company
Illinois
$203K +$203K +830 New
HPM
1346
Hoxton Planning & Management
West Virginia
$202K +$202K +829 New
CGA
1347
Crescent Grove Advisors
Illinois
$202K +$202K +829 New
HWM
1348
Hemington Wealth Management
Virginia
$201K +$13.9K +57 +7%
FA
1349
FDx Advisors
Illinois
$201K +$201K +823 New
B
1350
Bellecapital
Switzerland
$200K +$200K +820 New
52 53
54
55 56