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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 %
CWA
1551
Carolina Wealth Advisors
South Carolina
$6.1K – – –
PWA
1552
Provenance Wealth Advisors
Florida
$5.86K – – –
RWM
1553
Ruedi Wealth Management
Illinois
$5.86K – – –
SIC
1554
SJS Investment Consulting
Ohio
$5.61K – – –
GJIA
1555
Glass Jacobson Investment Advisors
Maryland
$5.31K – – –
TCM
1556
TD Capital Management
Tennessee
$5.18K – – –
WWM
1557
Wolff Wiese Magana
California
$4.88K – – –
BCPWM
1558
Bradley & Co Private Wealth Management
Florida
$4.64K – – –
GWSA
1559
Global Wealth Strategies & Associates
Colorado
$4.64K – – –
PWA
1560
Principia Wealth Advisory
Texas
$4.59K +$1.15K +5 +33%
HWP
1561
Highline Wealth Partners
California
$4.4K +$734 +3 +20%
NSIM
1562
North Star Investment Management
Illinois
$4.39K – – –
MSG
1563
Main Street Group
Virginia
$4.15K – – –
LIM
1564
Longfellow Investment Management
Massachusetts
$4.15K – – –
BTD
1565
BankPlus Trust Department
Mississippi
$3.9K – – –
AIC
1566
Archer Investment Corporation
Indiana
$3.9K – – –
WW
1567
Winnow Wealth
Texas
$3.71K +$1.16K +5 +45%
CWM
1568
Crowley Wealth Management
Delaware
$3.66K – – –
WA
1569
WestEnd Advisors
North Carolina
$3.66K +$2.44K +10 +200%
FP
1570
Financial Perspectives
Minnesota
$2.95K – – –
RAM
1571
Riggs Asset Management
Pennsylvania
$2.93K – – –
API
1572
Asset Planning Inc
California
$2.93K – – –
SFG
1573
Stonebridge Financial Group
Pennsylvania
$2.93K +$2.93K +12 New
FCAS
1574
First Command Advisory Services
Texas
$2.68K +$2.68K +11 New
HHGA
1575
Halbert Hargrove Global Advisors
California
$2.51K -$50.3K -200 -95%
61 62
63
64 65