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 %
WTFG
1576
Wood Tarver Financial Group
Idaho
$2.2K – – –
MAS
1577
MPWM Advisory Solutions
Georgia
$2.2K – – –
HBW
1578
Hazlett, Burt & Watson
West Virginia
$2K – – –
VNA
1579
Valley National Advisers
Pennsylvania
$2K +$2K +9 New
RS
1580
Rakuten Securities
Japan
$1.95K -$5.37K -22 -73%
OIA
1581
Optimum Investment Advisors
Illinois
$1.95K +$1.95K +8 New
TC
1582
Trust Company
Kansas
$1.95K +$1.95K +8 New
DI
1583
DAGCO Inc
Ohio
$1.95K +$1.95K +8 New
BHWM
1584
Bay Harbor Wealth Management
Maryland
$1.95K +$1.95K +8 New
TCM
1585
Tradewinds Capital Management
Washington
$1.71K -$36.6K -150 -96%
CIA
1586
Cape Investment Advisory
Georgia
$1.71K -$244 -1 -13%
CIAS
1587
CBIZ Investment Advisory Services
Ohio
$1.71K +$1.71K +7 New
PS
1588
PayPay Securities
Japan
$1.57K -$1.57K -6 -50%
GA
1589
GoalVest Advisory
New York
$1.46K -$2.44K -10 -63%
PWM
1590
Parkworth Wealth Management
California
$1.46K – – –
1IA
1591
1620 Investment Advisors
Massachusetts
$1.37K – – –
RPA
1592
Redwood Park Advisors
California
$1.22K – – –
BFS
1593
Bare Financial Services
Pennsylvania
$1.22K +$1.22K +5 New
OCM
1594
Osterweis Capital Management
California
$1.22K +$1.22K +5 New
T
1595
TOBAM
France
$1K -$115K -689 -99%
TFA
1596
Transamerica Financial Advisors
Florida
$1K – – –
WBC
1597
West Branch Capital
Massachusetts
$977 – – –
ACA
1598
American Capital Advisory
Idaho
$977 +$977 +4 New
GP
1599
Greenline Partners
New York
$976 +$976 +4 New
NEWAS
1600
N.E.W. Advisory Services
Wisconsin
$976 +$976 +4 New
62 63
64
65 66