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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 %
PFA
1226
Pathway Financial Advisors
Vermont
$255K
GFL
1227
Granite FO LLC
New Hampshire
$255K
SG
1228
StoneX Group
New York
$254K +$254K +1,196 New
IAS
1229
Insigneo Advisory Services
Florida
$254K -$61.2K -288 -19%
IA
1230
Intellus Advisors
Florida
$253K +$253K +1,191 New
NCM
1231
Northside Capital Management
Oregon
$252K
PPC
1232
Park Place Capital
Alabama
$251K -$7.43K -35 -3%
SB
1233
Sunflower Bank
Texas
$251K +$9.77K +46 +4%
QL
1234
Quarry LP
New York
$251K +$145K +682 +137%
BIAS
1235
Beacon Investment Advisory Services
New Jersey
$250K +$250K +1,176 New
HOWA
1236
Heritage Oak Wealth Advisors
Florida
$248K +$248K +1,169 New
MAWA
1237
Moss Adams Wealth Advisors
Washington
$245K +$22.5K +106 +10%
SIA
1238
Soltis Investment Advisors
Utah
$245K +$2.12K +10 +0.9%
SCP
1239
Sivia Capital Partners
California
$243K +$850 +4 +0.4%
RPSA
1240
Richard P. Slaughter Associates
Texas
$242K +$27.2K +128 +13%
SW
1241
Schulz Wealth
Texas
$241K
PDL
1242
Portfolio Design Labs
California
$240K +$37K +174 +18%
AIM
1243
Advyzon Investment Management
Illinois
$240K +$240K +1,128 New
WB
1244
WesBanco Bank
West Virginia
$239K +$4.46K +21 +2%
RTC
1245
Riverview Trust Company
Washington
$238K +$1.27K +6 +0.5%
BIP
1246
Blueprint Investment Partners
North Carolina
$238K +$238K +1,120 New
APP
1247
Avantax Planning Partners
Iowa
$238K -$1.91K -9 -0.8%
PSP
1248
Principal Street Partners
Tennessee
$238K +$13.6K +64 +6%
PWP
1249
Principle Wealth Partners
Connecticut
$237K
ECM
1250
EagleClaw Capital Management
Massachusetts
$237K