MMC icon

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 %
AWM
1476
Activest Wealth Management
Florida
$28.1K +$27.1K +111 +2,775%
KC
1477
Knuff & Co
California
$27.8K +$27.8K +114 New
PWMG
1478
Private Wealth Management Group
New Jersey
$27.6K -$6.1K -25 -18%
KFI
1479
Key Financial Inc
Pennsylvania
$25.9K – – –
ACM
1480
Accent Capital Management
Ohio
$25.4K +$25.4K +104 New
CIAM
1481
Caitong International Asset Management
Hong Kong
$24.6K -$2.2K -9 -8%
CTA
1482
Colonial Trust Advisors
South Carolina
$24.4K – – –
CG
1483
Curat Global
New Hampshire
$24.4K +$24.4K +100 New
W
1484
WealthCollab
Washington
$23.2K – – –
HNW
1485
High Note Wealth
Minnesota
$23.2K – – –
CA
1486
Crewe Advisors
Utah
$22K -$5.13K -21 -19%
CYG
1487
Clean Yield Group
Vermont
$22K -$3.66K -15 -14%
DIP
1488
DT Investment Partners
Pennsylvania
$22K – – –
SGC
1489
Slocum, Gordon & Co
Rhode Island
$22K – – –
MFT
1490
Moisand Fitzgerald Tamayo
Florida
$21.7K – – –
MMCM
1491
Murphy & Mullick Capital Management
New York
$21.5K – – –
BOJHT
1492
Bank of Jackson Hole Trust
Wyoming
$21.4K -$2.62K -11 -11%
OC
1493
Oakworth Capital
Alabama
$20.7K – – –
AP
1494
Atwood & Palmer
Missouri
$19.8K – – –
NFSG
1495
Newbridge Financial Services Group
Florida
$19.3K -$3.42K -14 -15%
MWM
1496
Mascoma Wealth Management
New Hampshire
$19K – – –
GIA
1497
GHP Investment Advisors
Colorado
$18.5K +$976 +4 +6%
SIC
1498
Salem Investment Counselors
North Carolina
$18.3K +$13.4K +55 +275%
NC
1499
North Capital
Utah
$18.3K +$18.3K +75 New
SC
1500
Steph & Co
Wisconsin
$17.3K +$976 +4 +6%
58 59
60
61 62