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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 %
AF
1351
Advisornet Financial
Minnesota
$196K -$16.8K -69 -8%
CCM
1352
Chilton Capital Management
Texas
$195K -$8.05K -33 -4%
OWA
1353
Opal Wealth Advisors
New York
$187K +$187K +767 New
PCFFS
1354
Pacific Center for Financial Services
California
$183K – – –
HB
1355
Horizon Bancorp
Indiana
$183K -$65.2K -267 -26%
NWM
1356
Nova Wealth Management
Florida
$182K – – –
WA
1357
WPG Advisers
Maryland
$181K -$59.5K -244 -25%
PPC
1358
Park Place Capital
Alabama
$180K -$109K -446 -38%
FHA
1359
First Horizon Advisors
Tennessee
$175K +$29.1K +119 +20%
Cohen & Steers
1360
Cohen & Steers
New York
$171K +$171K +700 New
LC
1361
Lavaca Capital
Texas
$171K – – –
BGAI
1362
Bruce G. Allen Investments
Colorado
$169K -$4.88K -20 -3%
OP
1363
ORG Partners
Indiana
$159K -$257K -1,054 -62%
IBOK
1364
Independence Bank of Kentucky
Kentucky
$151K -$59.1K -242 -28%
MHR
1365
Matthew Hamilton Rosenberg
$149K -$8.05K -33 -5%
MSWM
1366
Mowery & Schoenfeld Wealth Management
Illinois
$148K +$5.85K +24 +4%
AGWCA
1367
Annis Gardner Whiting Capital Advisors
Florida
$144K +$57.3K +235 +66%
SS
1368
SBI Securities
Japan
$140K -$16.4K -67 -10%
SC
1369
SouthState Corp
Florida
$136K +$82.5K +338 +153%
WTA
1370
Washington Trust Advisors
Massachusetts
$134K – – –
AIM
1371
Anchor Investment Management
South Carolina
$126K – – –
USB
1372
Union Savings Bank
Connecticut
$125K – – –
CM
1373
Capula Management
Cayman Islands
$124K +$124K +508 New
WA
1374
Whipplewood Advisors
Colorado
$124K -$19.9K -70 -14%
TF
1375
Tompkins Financial
New York
$123K – – –
53 54
55
56 57