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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
20.77%
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 %
SIS
1501
Sound Income Strategies
Florida
$6.24K -$10.3K -48 -62%
ME
1502
McIlrath & Eck
Washington
$6.16K
TC
1503
Tacita Capital
Ontario, Canada
$6.16K
Q1WB
1504
Quest 10 Wealth Builders
Virginia
$6.16K +$6.16K +29 New
LIS
1505
Legacy Investment Solutions
Idaho
$5.69K -$8.87K -39 -61%
LWMI
1506
Legacy Wealth Management (Idaho)
Idaho
$5.69K -$8.87K -39 -61%
NWWA
1507
New Wave Wealth Advisors
Arkansas
$5.52K +$5.52K +26 New
TWD
1508
True Wealth Design
Ohio
$5.35K -$8.56K -40 -62%
TFA
1509
Toth Financial Advisory
Virginia
$5.31K
GJIA
1510
Glass Jacobson Investment Advisors
Maryland
$5.31K +$5.31K +25 New
CWA
1511
Carolina Wealth Advisors
South Carolina
$5.31K
CF
1512
Conquis Financial
California
$5.31K +$5.31K +25 New
PWA
1513
Provenance Wealth Advisors
Florida
$5.1K
RWM
1514
Ruedi Wealth Management
Illinois
$5.1K
HFS
1515
HBC Financial Services
Washington
$5K
SIC
1516
SJS Investment Consulting
Ohio
$4.89K -$15.3K -72 -76%
SC
1517
Stephens Consulting
Michigan
$4.67K -$9.77K -46 -68%
TCM
1518
TD Capital Management
Tennessee
$4.49K
SIC
1519
Salem Investment Counselors
North Carolina
$4.25K -$7.86K -37 -65%
WWM
1520
Wolff Wiese Magana
California
$4.25K
TAM
1521
Tucker Asset Management
Colorado
$4.25K +$4.25K +20 New
BCPWM
1522
Bradley & Co Private Wealth Management
Florida
$4.04K +$4.04K +19 New
GWSA
1523
Global Wealth Strategies & Associates
Colorado
$4.04K +$4.04K +19 New
NSIM
1524
North Star Investment Management
Illinois
$3.82K -$3.61K -17 -49%
OLVIG
1525
Oliver Lagore Vanvalin Investment Group
Michigan
$3.61K