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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 %
IWM
976
IHT Wealth Management
Illinois
$480K -$255K -1,200 -35%
FAIM
977
Financial Advocates Investment Management
Washington
$479K -$406K -1,911 -46%
LFM
978
LGT Fund Management
Liechtenstein
$476K +$476K +2,240 New
SQA
979
Simon Quick Advisors
New Jersey
$475K +$37.2K +175 +8%
MG
980
Mather Group
Illinois
$472K +$23.4K +110 +5%
AF
981
Atala Financial
California
$468K +$468K +2,202 New
TWA
982
Talisman Wealth Advisors
New Jersey
$466K -$8.5K -40 -2%
OFS
983
OneAscent Financial Services
Alabama
$466K +$144K +677 +45%
GLA
984
Good Life Advisors
Pennsylvania
$466K +$466K +2,194 New
ACM
985
Advisors Capital Management
New Jersey
$466K +$93.9K +442 +25%
GLA
986
Great Lakes Advisors
Illinois
$464K +$207K +975 +81%
EA
987
Everpar Advisors
Oklahoma
$464K +$3.82K +18 +0.8%
EFA
988
Evernest Financial Advisors
Indiana
$462K -$12.1K -57 -3%
PCM
989
Parsons Capital Management
Rhode Island
$460K +$7.43K +35 +2%
1C
990
111 Capital
France
$459K +$459K +2,159 New
CBB
991
Citizens Business Bank
California
$456K
WFA
992
WestHill Financial Advisors
California
$455K
TBA
993
Tower Bridge Advisors
Pennsylvania
$452K -$18.9K -89 -4%
TL
994
Tradewinds LLC
North Carolina
$450K -$20.3K -89 -4%
SSWM
995
Smith Salley Wealth Management
North Carolina
$448K +$9.56K +45 +2%
CWC
996
Carolinas Wealth Consulting
North Carolina
$447K -$2.34K -11 -0.5%
MWM
997
Mosley Wealth Management
California
$446K
SHWM
998
Smith & Howard Wealth Management
Georgia
$446K
SIA
999
Schear Investment Advisers
Ohio
$446K +$50.3K +237 +13%
CCWM
1000
Cassaday & Co Wealth Management
Virginia
$446K