We are live on ! Find out more
MPC icon

Marathon Petroleum

1,688 hedge funds and large institutions have $52.7B invested in Marathon Petroleum in 2024 Q1 according to their latest regulatory filings, with 255 funds opening new positions, 486 increasing their positions, 652 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 98

100% more funds holding in top 10

Funds holding in top 10: 2040 (+20)

60% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $876M

25% more capital invested

Capital invested by funds: $42.2B → $52.7B (+$10.6B)

9% more funds holding

Funds holding: 1,5491,688 (+139)

2.01% less ownership

Funds ownership: 74.82%72.8% (-2%)

25% less repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 652

Holders
1,688
Holders Change
+139
Holders Change %
+8.97%
% of All Funds
24.32%
Holding in Top 10
40
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+100%
% of All Funds
0.58%
New
255
Increased
486
Reduced
652
Closed
98
Calls
$1.4B
Puts
$876M
Net Calls
+$526M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1526
Cambridge Trust
Massachusetts
$98.7K
VNA
1527
Valley National Advisers
Pennsylvania
$98K -$17.6K -103 -17%
RFS
1528
Richardson Financial Services
Massachusetts
$91.7K -$129K -752 -62%
CWC
1529
Carolinas Wealth Consulting
North Carolina
$91.5K +$855 +5 +1%
VCM
1530
Versant Capital Management
Arizona
$90.3K
AA
1531
Addison Advisors
Vermont
$88.7K
LI
1532
LRI Investments
Florida
$88.1K +$74.7K +437 New
BWAM
1533
Boyd Watterson Asset Management
Ohio
$87.9K -$28.2K -165 -27%
AAG
1534
Armstrong Advisory Group
Massachusetts
$87.7K
PWMG
1535
Private Wealth Management Group
New Jersey
$86.6K -$342 -2 -0.5%
CTA
1536
Colonial Trust Advisors
South Carolina
$81K -$25.8K -151 -27%
CCC
1537
Chelsea Counsel Company
California
$80.6K
FCMT
1538
Founders Capital Management (Texas)
Texas
$80.6K
GEA
1539
Glen Eagle Advisors
New Jersey
$79.2K +$171 +1 +0.3%
PMFA
1540
Plante Moran Financial Advisors
Michigan
$78K -$2.05K -12 -3%
BHWM
1541
Bay Harbor Wealth Management
Maryland
$78K -$513 -3 -0.8%
FIM
1542
FWL Investment Management
Texas
$76.6K -$38.3K -224 -37%
SWA
1543
SOA Wealth Advisors
New York
$75.5K +$171 +1 +0.3%
WWP
1544
WR Wealth Planners
Missouri
$75.4K +$64K +374 New
PP
1545
Pacifica Partners
Canada
$74.9K
CB
1546
Community Bank
New York
$69.3K
DPW
1547
DiNuzzo Private Wealth
Pennsylvania
$68.7K
RFA
1548
Register Financial Advisors
Georgia
$68.7K +$58.3K +341 New
RTC
1549
Riverview Trust Company
Washington
$68.5K +$58.1K +340 New
PWMG
1550
Prestige Wealth Management Group
New Jersey
$68.3K -$7.18K -42 -11%

MPC Hedge Fund Activity: Q1 2024 in Review

1,688 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q1 2024, worth a combined $52.7B — up 25% from $42.2B a quarter earlier.

Buyers outnumbered sellers: 255 funds opened new MPC positions and 98 closed out — a net gain of 157 holders — while 486 added to existing stakes and 652 trimmed.

The largest buyer was Capital Wealth Planning, adding an estimated $188M. The largest seller was Morgan Stanley, cutting an estimated $1.3B.

  • 1,688 institutional investors held Marathon Petroleum (MPC) as of Q1 2024, up from 1,549 in Q4 2023.
  • Funds reported $52.7B of Marathon Petroleum stock for Q1 2024, up 25% quarter-over-quarter.
  • 255 funds opened new Marathon Petroleum positions in Q1 2024 and 98 closed out, a net change of +157 holders.
  • The largest Marathon Petroleum buyer in Q1 2024 was Capital Wealth Planning, an estimated $188M added.
  • The largest Marathon Petroleum seller in Q1 2024 was Morgan Stanley, an estimated $1.3B sold.

Based on aggregated 13F filings for Q1 2024.