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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 %
SCA
1401
Stuart Chaussee & Associates
California
$91.3K – – –
CWM
1402
Centricity Wealth Management
Ohio
$90.8K – – –
SCM
1403
Silvant Capital Management
Georgia
$87.4K – – –
HWA
1404
Heritage Wealth Advisors
Virginia
$82.2K -$13.9K -57 -14%
MAM
1405
Morse Asset Management
Connecticut
$81.5K – – –
DWA
1406
Dougherty Wealth Advisers
Minnesota
$81.5K – – –
PSFG
1407
Park Square Financial Group
Georgia
$80.3K -$75.6K -310 -49%
WB
1408
Webster Bank
Connecticut
$80K – – –
MFA
1409
McClarren Financial Advisors
Pennsylvania
$80K +$80K +244 New
AT
1410
Arlington Trust
Alabama
$79.8K – – –
KIM
1411
Kestra Investment Management
Texas
$75.7K -$432K -1,772 -85%
HWM
1412
HighMark Wealth Management
Minnesota
$75K – – –
FFC
1413
First Financial Corp
Indiana
$73.9K – – –
LCM
1414
Logan Capital Management
Pennsylvania
$73.7K -$976 -4 -1%
SSB
1415
Sandy Spring Bank
Maryland
$73.2K -$3.9K -16 -5%
CCC
1416
Chelsea Counsel Company
California
$73.2K – – –
GPI
1417
General Partner Inc
Pennsylvania
$72.7K – – –
SOW
1418
State of Wyoming
Wyoming
$72.5K +$72.5K +297 New
DF
1419
Dunhill Financial
United Kingdom
$71.1K -$5.6K -23 -7%
TCA
1420
Trifecta Capital Advisors
Illinois
$70.5K – – –
CA
1421
CoreCap Advisors
Michigan
$70.3K +$10.2K +42 +17%
PCTC
1422
Perkins Coie Trust Company
Washington
$70.3K +$488 +2 +0.7%
GEA
1423
Glen Eagle Advisors
New Jersey
$69.3K – – –
RA
1424
Rise Advisors
New York
$68.3K +$6.09K +25 +10%
IHWM
1425
Iron Horse Wealth Management
Iowa
$68.1K +$9.52K +39 +16%
55 56
57
58 59