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Marsh & McLennan

1,560 hedge funds and large institutions have $94.2B invested in Marsh & McLennan in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 636 increasing their positions, 494 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,560
Holders Change
+45
Holders Change %
+2.97%
% of All Funds
20.76%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
186
Increased
636
Reduced
494
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
776
Csenge Advisory Group
Florida
$1M -$21.9K -103 -2%
CGIM
777
Capital Group Investment Management
Singapore
$1,000K +$81.1K +382 +9%
GI
778
GAMMA Investing
California
$999K +$178K +839 +22%
CCA
779
Criterion Capital Advisors
Tennessee
$998K
TSMHT
780
Thurston Springer Miller Herd & Titak
Indiana
$997K +$170K +801 +21%
LCWP
781
Legacy Capital Wealth Partners
Arkansas
$993K +$43.5K +205 +5%
CFP
782
Cascade Financial Partners
California
$991K -$99.8K -470 -9%
FC
783
Fjell Capital
North Dakota
$989K +$989K +4,657 New
NB
784
Nicolet Bankshares
Wisconsin
$988K +$43.5K +205 +5%
IAA
785
Independent Advisor Alliance
North Carolina
$985K +$536K +2,523 +119%
RDWM
786
Red Door Wealth Management
Tennessee
$980K +$16.6K +78 +2%
LIM
787
Leavell Investment Management
Alabama
$979K
QPWM
788
Quadrant Private Wealth Management
Pennsylvania
$975K +$15.1K +71 +2%
BFM
789
Boston Financial Management
Massachusetts
$973K
SWM
790
Spire Wealth Management
Virginia
$969K -$1.55M -7,278 -61%
WA
791
Waverly Advisors
Alabama
$964K +$676K +3,183 +235%
TCOT
792
Trust Company of Toledo
Ohio
$953K +$65.6K +309 +7%
PWMAG
793
Pinnacle Wealth Management Advisory Group
New Jersey
$950K +$5.31K +25 +0.6%
PWPS
794
Pinnacle Wealth Planning Services
Ohio
$949K -$297K -1,397 -24%
OCBCO
795
Oversea-Chinese Banking Corp (OCBC)
Singapore
$948K -$40.1K -189 -4%
NBT
796
Northwest Bank & Trust
Iowa
$948K +$9.33K +40 +1%
KRSITF
797
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$940K +$236K +4,874 +33%
WBC
798
Westpac Banking Corp
Australia
$930K +$79.2K +373 +9%
JSW
799
Journey Strategic Wealth
New Jersey
$929K +$3.4K +16 +0.4%
KWA
800
Kondo Wealth Advisors
California
$923K +$923K +4,345 New