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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 %
NFG
951
Nations Financial Group
Iowa
$529K +$29.1K +137 +6%
AIP
952
ARS Investment Partners
New York
$526K
SWAG
953
Spectrum Wealth Advisory Group
California
$522K +$522K +2,457 New
AC
954
ASB Consultores
Florida
$521K +$21.9K +103 +4%
ALAM
955
Asahi Life Asset Management
Japan
$518K -$34K -160 -6%
AWM
956
Aberdeen Wealth Management
Illinois
$517K
GT
957
Glenview Trust
Kentucky
$516K +$1.91K +9 +0.4%
WKWM
958
Walter & Keenan Wealth Management
Indiana
$515K +$637 +3 +0.1%
EHWM
959
Eads & Heald Wealth Management
Georgia
$515K -$21.2K -100 -4%
GM
960
GeoWealth Management
Illinois
$511K -$51.2K -241 -9%
PIM
961
Penobscot Investment Management
Massachusetts
$508K
PMSA
962
Patrick M. Sweeney & Associates
Illinois
$503K
GA
963
Geller Advisors
New York
$502K -$17.8K -84 -3%
SWM
964
Stockman Wealth Management
Montana
$501K
PIA
965
Powell Investment Advisors
Florida
$501K
BEAM
966
Baker Ellis Asset Management
Washington
$499K +$85K +400 +21%
AWM
967
Aprio Wealth Management
Georgia
$498K +$96.8K +456 +24%
KIG
968
Kessler Investment Group
Indiana
$496K -$33.8K -159 -6%
DOA
969
D'Orazio & Associates
Virginia
$496K -$2.97K -14 -0.6%
SRL
970
Scientech Research LLC
New Jersey
$495K -$1.27M -5,981 -72%
SPC
971
Sigma Planning Corp
Michigan
$494K +$14K +66 +3%
DTL
972
Dynamic Technology Lab
Singapore
$493K -$3.98M -18,737 -89%
FCG
973
Fielder Capital Group
Tennessee
$493K +$163K +767 +49%
LFA
974
Legacy Financial Advisors
Kentucky
$492K +$637 +3 +0.1%
CCG
975
Catalina Capital Group
California
$488K +$7.44K +35 +2%