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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 %
ETS
1526
ESL Trust Services
New York
$10.5K – – –
RTL
1527
Red Tortoise LLC
Georgia
$10.5K – – –
TWD
1528
True Wealth Design
Ohio
$10.3K +$4.17K +17 +68%
CT
1529
Coastline Trust
Rhode Island
$10.2K – – –
OA
1530
Operose Advisors
Wisconsin
$10K -$4.15K -17 -29%
BL
1531
BFSG LLC
California
$9.52K – – –
CBT
1532
Crews Bank & Trust
Florida
$9.52K – – –
VWA
1533
Valued Wealth Advisors
Utah
$9.29K – – –
MWM
1534
MorganRosel Wealth Management
Colorado
$9.27K +$9.27K +38 New
TFM
1535
TFC Financial Management
Massachusetts
$8.79K – – –
MIA
1536
MeadowBrook Investment Advisors
Michigan
$8.79K – – –
DPW
1537
DiNuzzo Private Wealth
Pennsylvania
$8.3K +$732 +3 +10%
GWSG
1538
GPS Wealth Strategies Group
Colorado
$8.14K +$247 +1 +3%
PP
1539
Pacifica Partners
Canada
$8.06K +$8.06K +33 New
TFGT
1540
TS Financial Group (TSFG)
Illinois
$8K – – –
WCM
1541
WealthTrak Capital Management
Virginia
$7.57K +$6.35K +26 +520%
LWANC
1542
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.32K – – –
WIM
1543
Westside Investment Management
California
$7.32K – – –
Q1WB
1544
Quest 10 Wealth Builders
Virginia
$7.08K – – –
TC
1545
Tacita Capital
Ontario, Canada
$7.08K – – –
ME
1546
McIlrath & Eck
Washington
$7.08K – – –
BDPWM
1547
Barnes Dennig Private Wealth Management
Ohio
$6.83K +$6.83K +28 New
SIS
1548
Sound Income Strategies
Florida
$6.59K -$488 -2 -7%
LWMI
1549
Legacy Wealth Management (Idaho)
Idaho
$6.1K – – –
TFA
1550
Toth Financial Advisory
Virginia
$6.1K – – –
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