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Marsh & McLennan
MMC

Overview Fund Activity

1,605 hedge funds and large institutions have $106B invested in Marsh & McLennan in 2025 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 619 increasing their positions, 557 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,605
Holders Change
+45
Holders Change %
+2.88%
% of All Funds
21.8%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.49%
New
176
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 %
BC
1676
Bayforest Capital
United Kingdom
– -$99.4K -468 Closed
EBA
1677
Eagle Bay Advisors
New York
– -$97.3K -458 Closed
VIA
1678
Virtus Investment Advisers
Connecticut
– -$56.5K -266 Closed
JSAM
1679
J. Safra Asset Management
New York
– -$50.7K -239 Closed
LDB
1680
Lee, Danner & Bass
Tennessee
– -$49.1K -231 Closed
FLP
1681
Financial Life Planners
Arizona
– -$33K -155 Closed
CAS
1682
Coppell Advisory Solutions
Texas
– -$22K -104 Closed
AS
1683
Altshuler Shaham
Israel
– -$20K -94 Closed
B
1684
Birchbrook
Maine
– -$19.5K -92 Closed
VWM
1685
Valley Wealth Managers
New Jersey
– -$17K -80 Closed
GG
1686
Gleason Group
Kentucky
– -$16.1K -76 Closed
SVCP
1687
Silicon Valley Capital Partners
California
– -$15.2K -72 Closed
WCM
1688
Westend Capital Management
California
– -$10.2K -48 Closed
PIS
1689
POM Investment Strategies
North Carolina
– -$10.2K -48 Closed
WAS
1690
Winch Advisory Services
Wisconsin
– -$8.92K -42 Closed
RF
1691
Roxbury Financial
New Jersey
– -$8.88K -38 Closed
HI
1692
Human Investing
Oregon
– -$7.65K -36 Closed
CCMI
1693
Creative Capital Management Investments
California
– -$7.43K -35 Closed
OSNBOA
1694
Old Second National Bank of Aurora
Illinois
– -$6.59K -31 Closed
CJ
1695
Caitlin John
Michigan
– -$6.37K -30 Closed
NWWA
1696
New Wave Wealth Advisors
Arkansas
– -$5.52K -26 Closed
CF
1697
Conquis Financial
California
– -$5.31K -25 Closed
SC
1698
Stephens Consulting
Michigan
– -$4.67K -22 Closed
LAM
1699
Lummis Asset Management
Texas
– -$1.7K -8 Closed
FG
1700
Fairman Group
Pennsylvania
– -$1.27K -6 Closed
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