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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 %
OC
1451
Oakworth Capital
Alabama
$18.1K
AP
1452
Atwood & Palmer
Missouri
$17.2K
VWM
1453
Valley Wealth Managers
New Jersey
$17K
DWM
1454
Darwin Wealth Management
Florida
$17K
FPF
1455
First Pacific Financial
Washington
$16.9K +$211 +1 +1%
MWM
1456
Mascoma Wealth Management
New Hampshire
$16.6K +$5.95K +28 +56%
GG
1457
Gleason Group
Kentucky
$16.1K
GIA
1458
GHP Investment Advisors
Colorado
$15.3K
SVCP
1459
Silicon Valley Capital Partners
California
$15.2K +$211 +1 +1%
CAM
1460
Creekmur Asset Management
Illinois
$14.9K
AP
1461
Aspect Partners
Virginia
$14.4K -$425 -2 -3%
SC
1462
Steph & Co
Wisconsin
$14.2K -$8.07K -38 -36%
FW
1463
Fairway Wealth
Ohio
$14K +$14K +66 New
FMB
1464
Field & Main Bank
Kentucky
$13.8K
CWM
1465
Copia Wealth Management
Oregon
$13.2K +$13.2K +62 New
PCM
1466
Perritt Capital Management
Illinois
$13K
TLA
1467
Tanglewood Legacy Advisors
Texas
$13K
PK
1468
Pflug Koory
Nebraska
$13K
OA
1469
Operose Advisors
Wisconsin
$12.3K -$47.4K -223 -79%
NCM
1470
Northwest Capital Management
Oregon
$12.3K
CFD
1471
Creative Financial Designs
Indiana
$12.1K
EWM
1472
Evermay Wealth Management
Virginia
$11.7K
AW
1473
Avion Wealth
Texas
$11K +$423 +2 +4%
WCM
1474
Westend Capital Management
California
$10.2K
PIS
1475
POM Investment Strategies
North Carolina
$10.2K +$10.2K +48 New