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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 %
RL
1451
Rogco LP
Oklahoma
$44.7K -$4.64K -19 -9%
AFG
1452
Albion Financial Group
Utah
$43.9K – – –
SO
1453
Sierra Ocean
California
$41.9K – – –
GC
1454
Garde Capital
Washington
$41.7K +$41.7K +171 New
AG
1455
AmeriFlex Group
Nevada
$41.7K – – –
GFPC
1456
Global Financial Private Client
Florida
$41.7K +$3.42K +14 +9%
CAL
1457
Capital Analysts LLC
Pennsylvania
$41K +$15.5K +64 +61%
HDIM
1458
Hanson & Doremus Investment Management
Vermont
$40K – – –
CH
1459
Canton Hathaway
Rhode Island
$40K – – –
OAJ
1460
Ogorek Anthony Joseph
New York
$40K +$40K +164 New
NC
1461
NewSquare Capital
Pennsylvania
$39.8K +$36.8K +151 +1,258%
JWA
1462
JFS Wealth Advisors
Pennsylvania
$39.5K +$488 +2 +1%
FFA
1463
Frazier Financial Advisors
Ohio
$38.7K -$4.62K -19 -11%
GSWM
1464
Golden State Wealth Management
California
$37.9K -$9.54K -39 -20%
ITIM
1465
Indiana Trust & Investment Management
Indiana
$36.8K – – –
ACA
1466
Atlas Capital Advisors
Wyoming
$36.8K – – –
RFG
1467
REAP Financial Group
Texas
$36.6K +$9.77K +40 +36%
CHC
1468
City Holding Co
West Virginia
$36.6K +$36.6K +150 New
NL
1469
NVWM LLC
Pennsylvania
$34.4K -$244 -1 -0.7%
CIR
1470
Clear Investment Research
Georgia
$34.2K – – –
SC
1471
Solstein Capital
California
$32.9K – – –
CTWM
1472
Cherry Tree Wealth Management
Minnesota
$32.2K – – –
PSB
1473
Piscataqua Savings Bank
New Hampshire
$31.5K – – –
SS
1474
Sunbelt Securities
Texas
$29.8K +$976 +4 +3%
ADL
1475
Asset Dedication LLC
California
$29K -$1.22K -5 -4%
57 58
59
60 61