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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 %
ACM
801
Advance Capital Management
Michigan
$911K -$1.49K -7 -0.2%
Jones Financial Companies
802
Jones Financial Companies
Missouri
$909K +$511K +2,407 +129%
EIM
803
Essex Investment Management
Massachusetts
$906K
WWM
804
Western Wealth Management
Colorado
$906K +$46.9K +221 +5%
NP
805
Nilsine Partners
Colorado
$903K +$3.19K +15 +0.4%
FFA
806
Farther Finance Advisors
California
$878K -$2.12K -10 -0.2%
GAG
807
GM Advisory Group
New York
$864K -$26.8K -126 -3%
AUB
808
Atlantic Union Bankshares
Virginia
$856K
WWA
809
Wingate Wealth Advisors
Massachusetts
$854K +$854K +4,022 New
BIG
810
Brooklyn Investment Group
New York
$853K +$28K +132 +3%
AF
811
Allworth Financial
California
$847K -$25K -115 -3%
ACM
812
Allred Capital Management
Texas
$846K -$44.6K -210 -5%
SWA
813
SFMG Wealth Advisors
Texas
$843K +$850 +4 +0.1%
SIA
814
Schechter Investment Advisors
Michigan
$842K -$116K -548 -12%
BRWA
815
B. Riley Wealth Advisors
Florida
$841K -$100K -471 -11%
SCTC
816
Sanibel Captiva Trust Company
Florida
$840K +$163K +767 +24%
SB
817
Strategic Blueprint
Georgia
$834K +$2.12K +10 +0.3%
ML
818
McAdam LLC
Pennsylvania
$829K +$27K +127 +3%
TPA
819
Trivium Point Advisory
Connecticut
$822K -$17.2K -81 -2%
WP
820
Woodline Partners
California
$821K +$821K +3,864 New
TW
821
TrinityPoint Wealth
Connecticut
$819K -$2.55K -12 -0.3%
ANTB
822
AMG National Trust Bank
Colorado
$818K
MPWT
823
MassMutual Private Wealth & Trust
Connecticut
$808K +$227K +1,070 +39%
FB
824
Fulton Bank
Pennsylvania
$805K -$16.6K -78 -2%
QWP
825
Quotient Wealth Partners
Texas
$798K -$47.2K -222 -6%