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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 %
AAG
1376
Armstrong Advisory Group
Massachusetts
$119K – – –
CT
1377
Clearstead Trust
Maine
$117K +$110K +450 +1,500%
TFIPS
1378
Towarzystwo Funduszy Inwestycyjnych PZU SA
$117K – – –
S
1379
Sachetta
Massachusetts
$116K – – –
BCMLT
1380
Beacon Capital Management LLC (Tennessee)
Tennessee
$114K -$5.86K -24 -5%
RFS
1381
Richardson Financial Services
Massachusetts
$112K – – –
JGIA
1382
Jackson Grant Investment Advisers
Connecticut
$112K +$244 +1 +0.2%
HIA
1383
Harbor Investment Advisory
Maryland
$111K – – –
HC
1384
Hara Capital
Washington
$111K -$111K -453 -50%
ICM
1385
Islay Capital Management
Texas
$110K – – –
CAWM
1386
Capital A Wealth Management
Pennsylvania
$108K +$14.4K +59 +15%
QC
1387
Quent Capital
New York
$107K +$25.9K +106 +32%
KA
1388
Kozak & Associates
Colorado
$107K +$6.88K +29 +7%
STB
1389
S&T Bank
Pennsylvania
$105K – – –
PAI
1390
Pittenger & Anderson Inc
Nebraska
$105K – – –
MDA
1391
Minot DeBlois Advisors
Massachusetts
$104K -$41.5K -170 -29%
JFGIW
1392
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$104K -$9.52K -39 -8%
RCM
1393
Raleigh Capital Management
North Carolina
$103K -$58.3K -239 -36%
EPIMS
1394
Evelyn Partners Investment Management Services
$103K +$103K +4,171 New
NS
1395
NBC Securities
Alabama
$101K +$101K +414 New
DFA
1396
DHJJ Financial Advisors
Illinois
$100K – – –
NECFA
1397
New England Capital Financial Advisors
Connecticut
$99.4K -$4.64K -19 -4%
AA
1398
Ancora Advisors
Ohio
$98.3K +$488 +2 +0.5%
AA
1399
Addison Advisors
Vermont
$96.6K -$3.17K -13 -3%
M
1400
MOTCO
Texas
$92K +$57.8K +237 +169%
54 55
56
57 58