MMC icon

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 %
RI
1401
Ridgewood Investments
New Jersey
$41K
SL
1402
Salomon & Ludwin
Virginia
$40.4K -$58.8K -277 -59%
IFS
1403
Intelligent Financial Strategies
Minnesota
$40.1K
BIA
1404
Bell Investment Advisors
California
$39.9K -$1.91K -9 -5%
T
1405
Transce3nd
Texas
$38.9K +$38.9K +183 New
HNB
1406
Hilltop National Bank
Wyoming
$38.7K -$4.04K -19 -9%
AFG
1407
Albion Financial Group
Utah
$38.2K +$38.2K +180 New
FFA
1408
Frazier Financial Advisors
Ohio
$37.8K
EWP
1409
Elevation Wealth Partners
California
$37.8K +$6.59K +31 +21%
AG
1410
AmeriFlex Group
Nevada
$37.1K +$37.1K +171 New
SO
1411
Sierra Ocean
California
$36.5K +$36.5K +171 New
HDIM
1412
Hanson & Doremus Investment Management
Vermont
$35K
CH
1413
Canton Hathaway
Rhode Island
$35K
JWA
1414
JFS Wealth Advisors
Pennsylvania
$34K -$10.8K -51 -24%
TCM
1415
Tradewinds Capital Management
Washington
$33.3K
GFPC
1416
Global Financial Private Client
Florida
$33.3K +$1.27K +6 +4%
FLP
1417
Financial Life Planners
Arizona
$33K +$33K +155 New
ITIM
1418
Indiana Trust & Investment Management
Indiana
$32.1K +$5.95K +28 +23%
ACA
1419
Atlas Capital Advisors
Wyoming
$32.1K -$1.49K -7 -4%
CPG
1420
Cornerstone Planning Group
New Jersey
$30.9K +$672 +3 +2%
NL
1421
NVWM LLC
Pennsylvania
$30.2K -$850 -4 -3%
M
1422
MOTCO
Texas
$29.7K -$358K -1,687 -92%
CIR
1423
Clear Investment Research
Georgia
$29.7K
MAM
1424
Meeder Asset Management
Ohio
$29.5K -$1.7K -8 -5%
PWMG
1425
Private Wealth Management Group
New Jersey
$29.3K +$5.31K +25 +22%