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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 %
CPG
1426
Cornerstone Planning Group
New Jersey
$67.9K +$37.7K +172 +125%
TIM
1427
Tortoise Investment Management
New York
$67.8K -$67.8K -278 -50%
CSC
1428
Caldwell Sutter Capital
California
$67.6K -$2.68K -11 -4%
MAM
1429
Meeder Asset Management
Ohio
$67.4K +$33.4K +137 +99%
SVWA
1430
Sarver Vrooman Wealth Advisors
Missouri
$65.6K +$65.6K +269 New
PWA
1431
Physician Wealth Advisors
Utah
$64.6K +$244 +1 +0.4%
SHIM
1432
Stone House Investment Management
Pennsylvania
$64.2K +$64.2K +263 New
NRG
1433
Nemes Rush Group
Michigan
$64.1K +$244 +1 +0.4%
FFO
1434
Fortitude Family Office
Arizona
$63.2K -$6.35K -26 -9%
PMFA
1435
Plante Moran Financial Advisors
Michigan
$61.3K -$332K -1,360 -84%
FWM
1436
FSA Wealth Management
Massachusetts
$60.8K +$50.5K +207 +493%
LI
1437
LRI Investments
Florida
$60K +$2.68K +11 +5%
FMP
1438
Financial Management Professionals
Texas
$58.8K -$3.17K -13 -5%
GKIM
1439
GW&K Investment Management
Massachusetts
$58K +$492 +2 +0.9%
C
1440
Covestor
United Kingdom
$58K +$1.23K +5 +2%
CAL
1441
Capital Advisors Ltd
Ohio
$54K +$6.57K +27 +14%
FUBT
1442
First United Bank & Trust
Maryland
$52.7K +$2.68K +11 +5%
EWP
1443
Elevation Wealth Partners
California
$50.5K +$7.08K +29 +16%
BSB
1444
Bangor Savings Bank
Maine
$50.3K – – –
BIA
1445
Bell Investment Advisors
California
$47.3K +$1.46K +6 +3%
RI
1446
Ridgewood Investments
New Jersey
$47.1K – – –
SCB
1447
Saudi Central Bank
Saudi Arabia
$47.1K +$47.1K +193 New
SL
1448
Salomon & Ludwin
Virginia
$46.4K – – –
IFS
1449
Intelligent Financial Strategies
Minnesota
$46.1K – – –
FPF
1450
First Pacific Financial
Washington
$45.6K +$26.1K +107 +134%
56 57
58
59 60