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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 %
UCB
1501
United Community Bank
South Carolina
$17.3K +$17.3K +71 New
CFD
1502
Creative Financial Designs
Indiana
$17.1K +$3.17K +13 +23%
DWM
1503
Darwin Wealth Management
Florida
$17K – – –
FW
1504
Fairway Wealth
Ohio
$16.1K – – –
FMB
1505
Field & Main Bank
Kentucky
$15.9K – – –
T
1506
Transce3nd
Texas
$15.4K -$29.3K -120 -66%
AP
1507
Aspect Partners
Virginia
$15.4K -$1.22K -5 -7%
CWM
1508
Copia Wealth Management
Oregon
$15.1K – – –
PCM
1509
Perritt Capital Management
Illinois
$14.9K – – –
TLA
1510
Tanglewood Legacy Advisors
Texas
$14.9K – – –
PK
1511
Pflug Koory
Nebraska
$14.9K – – –
NCM
1512
Northwest Capital Management
Oregon
$14.2K – – –
AWM
1513
Abound Wealth Management
Tennessee
$14.1K -$10.2K -42 -42%
EWM
1514
Evermay Wealth Management
Virginia
$13.4K – – –
RCM
1515
Richardson Capital Management
Wisconsin
$13.4K +$13.4K +55 New
HFS
1516
Hughes Financial Services
Virginia
$13.4K +$13.4K +55 New
CAM
1517
Creekmur Asset Management
Illinois
$13.2K -$3.91K -16 -23%
BFPW
1518
BOK Financial Private Wealth
Colorado
$12.2K +$10.3K +42 +525%
BI
1519
Binnacle Investments
Iowa
$11.7K +$11.7K +48 New
AW
1520
Avion Wealth
Texas
$11K – – –
CI
1521
Clal Insurance
Israel
$11K +$9.09K +38 +475%
RDFA
1522
Ritter Daniher Financial Advisory
Ohio
$11K – – –
IRC
1523
Investors Research Corp
Georgia
$11K +$11K +45 New
HWM
1524
Horizons Wealth Management
North Carolina
$10.7K – – –
FWA
1525
Flagship Wealth Advisors
Massachusetts
$10.5K – – –
59 60
61
62 63