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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 %
SCM
901
SOL Capital Management
Maryland
$644K
NSAM
902
North Star Asset Management
Wisconsin
$644K
EI
903
Ellevest Inc
New York
$643K -$59.9K -282 -9%
AWM
904
AE Wealth Management
Kansas
$639K -$38.2K -180 -6%
TPI
905
Trust Point Inc
Wisconsin
$638K +$20.2K +95 +3%
PP
906
PDS Planning
Ohio
$635K +$84.8K +399 +15%
FCI
907
Financial Counselors Inc
Kansas
$619K +$4.25K +20 +0.7%
MCM
908
McRae Capital Management
New Jersey
$616K
AWA
909
Arkadios Wealth Advisors
Georgia
$611K +$25.9K +122 +4%
SG
910
Strid Group
Pennsylvania
$610K
KA
911
Kearns & Associates
California
$607K
AWA
912
Archvest Wealth Advisors
California
$603K -$12.1K -57 -2%
SWM
913
Sterling Wealth Management
Illinois
$598K
JHP
914
James Hambro & Partners
United Kingdom
$597K +$47.8K +225 +9%
RCM
915
Requisite Capital Management
Texas
$597K
SPC
916
Spirepoint Private Client
Florida
$596K -$1.06K -5 -0.2%
AP
917
Adero Partners
California
$596K +$18.5K +87 +3%
MWM
918
Meritas Wealth Management
California
$596K
CWM
919
Cornerstone Wealth Management
Missouri
$596K +$596K +2,805 New
MA
920
Montag & Associates
Georgia
$595K
AC
921
Avestar Capital
New York
$595K +$39.9K +188 +7%
MLA
922
My Legacy Advisors
Oregon
$592K +$70.6K +332 +14%
Group One Trading
923
Group One Trading
Illinois
$592K +$592K +2,787 New
FA
924
Faithward Advisors
Pennsylvania
$590K +$108K +508 +22%
SL
925
SWMG LLC
Texas
$589K -$1.96K -9 -0.3%