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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 %
RDFA
1476
Ritter Daniher Financial Advisory
Ohio
$9.56K
HWM
1477
Horizons Wealth Management
North Carolina
$9.35K
RTL
1478
Red Tortoise LLC
Georgia
$9.13K
ETS
1479
ESL Trust Services
New York
$9.13K
FWA
1480
Flagship Wealth Advisors
Massachusetts
$9.13K +$9.13K +43 New
CT
1481
Coastline Trust
Rhode Island
$8.92K
FWM
1482
FSA Wealth Management
Massachusetts
$8.92K
WAS
1483
Winch Advisory Services
Wisconsin
$8.92K +$8.92K +42 New
RF
1484
Roxbury Financial
New Jersey
$8.88K +$8.88K +38 New
BL
1485
BFSG LLC
California
$8.28K
CBT
1486
Crews Bank & Trust
Florida
$8.28K +$8.28K +39 New
VWA
1487
Valued Wealth Advisors
Utah
$8.07K +$425 +2 +6%
MIA
1488
MeadowBrook Investment Advisors
Michigan
$7.65K
TFM
1489
TFC Financial Management
Massachusetts
$7.65K
HI
1490
Human Investing
Oregon
$7.65K +$7.65K +36 New
CCMI
1491
Creative Capital Management Investments
California
$7.43K
TFGT
1492
TS Financial Group (TSFG)
Illinois
$7K
GWSG
1493
GPS Wealth Strategies Group
Colorado
$6.85K -$642 -3 -9%
DPW
1494
DiNuzzo Private Wealth
Pennsylvania
$6.59K -$212 -1 -3%
OSNBOA
1495
Old Second National Bank of Aurora
Illinois
$6.59K +$6.59K +31 New
LWANC
1496
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.37K
CT
1497
Clearstead Trust
Maine
$6.37K -$850 -4 -12%
CJ
1498
Caitlin John
Michigan
$6.37K
WIM
1499
Westside Investment Management
California
$6.37K
RS
1500
Rakuten Securities
Japan
$6.37K +$4.04K +19 +173%