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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 %
MGIA
826
Matthew Goff Investment Advisor
Texas
$796K
V
827
VeraBank
Texas
$795K -$6.37K -30 -0.8%
WPIC
828
White Pine Investment Company
Michigan
$795K -$13.8K -65 -2%
NC
829
Napatree Capital
Rhode Island
$794K +$28.7K +135 +4%
WJWM
830
Williams Jones Wealth Management
New York
$791K
SI
831
Stephens Inc
Arkansas
$791K -$30.4K -143 -4%
SRWM
832
Shira Ridge Wealth Management
California
$790K +$4.67K +22 +0.6%
MTIC
833
Missouri Trust & Investment Company
Missouri
$790K -$31.4K -148 -4%
HCM
834
Hutchinson Capital Management
California
$780K
PCS
835
Personal CFO Solutions
New Jersey
$778K -$49.3K -232 -6%
ATS
836
Ashton Thomas Securities
New York
$771K +$651K +3,065 +544%
OAM
837
Oxford Asset Management
United Kingdom
$768K +$416K +1,957 +118%
VIP
838
Vista Investment Partners
Oklahoma
$765K
FRA
839
Frank Rimerman Advisors
California
$763K -$850 -4 -0.1%
DWM
840
Dakota Wealth Management
Florida
$763K -$41K -193 -5%
EWA
841
EP Wealth Advisors
California
$761K +$72.9K +343 +11%
AFP
842
Ausdal Financial Partners
Iowa
$758K +$425 +2 +0.1%
LWCFA
843
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$758K -$85.1K -380 -10%
FFS
844
Founders Financial Securities
Maryland
$756K +$37.4K +176 +5%
GL
845
Graypoint LLC
New York
$752K -$37.6K -177 -5%
PCM
846
Penserra Capital Management
California
$751K +$253K +1,194 +51%
IA
847
Integrity Alliance
Iowa
$746K +$746K +3,510 New
MAM
848
MMA Asset Management
Pennsylvania
$744K
NCM
849
Noesis Capital Mangement
Florida
$743K
T
850
TrueFG
Texas
$743K