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MRSH

Marsh

1,573 hedge funds and large institutions have $94.5B invested in Marsh in 2024 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 641 increasing their positions, 497 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 108

29% more repeat investments, than reductions

Existing positions increased: 641 | Existing positions reduced: 497

3% more funds holding

Funds holding: 1,5251,573 (+48)

1.75% more ownership

Funds ownership: 88.54%90.28% (+1.7%)

2% less call options, than puts

Call options by funds: $106M | Put options by funds: $107M

3% less capital invested

Capital invested by funds: $97B → $94.5B (-$2.51B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
1,573
Holders Change
+48
Holders Change %
+3.15%
% of All Funds
20.72%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
189
Increased
641
Reduced
497
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
326
Lido Advisors
California
$13.5M +$5.01M +22,589 +55%
WTB
327
Washington Trust Bank
Washington
$13.4M -$240K -1,084 -2%
SOADOR
328
State of Alaska Department of Revenue
Alaska
$13.4M -$455K -2,050 -3%
WTC
329
WhitTier Trust Company
Nevada
$13.3M +$625K +2,819 +5%
AAS
330
Annex Advisory Services
Wisconsin
$13.2M +$583K +2,626 +4%
ROC
331
Running Oak Capital
Minnesota
$13.2M +$1.2M +5,422 +10%
NAM
332
Nissay Asset Management
Japan
$13M -$305K -1,375 -2%
HTIM
333
Harbour Trust & Investment Management
Indiana
$13M +$194K +874 +1%
CIS
334
Capital International Sarl
California
$12.8M +$2.1M +9,487 +19%
FAB
335
First American Bank
Illinois
$12.8M +$125K +562 +0.9%
Wealthfront Advisers
336
Wealthfront Advisers
California
$12.7M +$781K +3,521 +6%
SWIG
337
Strategic Wealth Investment Group
Kentucky
$12.6M -$139K -625 -1%
MOACM
338
Mutual of America Capital Management
New York
$12.5M -$382K -1,721 -3%
VPIM
339
Vanguard Personalized Indexing Management
California
$12M +$370K +1,666 +3%
ACIM
340
Azimuth Capital Investment Management
Michigan
$12M +$234K +1,055 +2%
CI Investments Inc
341
CI Investments Inc
Ontario, Canada
$11.9M +$898K +4,046 +8%
Luther King Capital Management (LKCM)
342
Luther King Capital Management (LKCM)
Texas
$11.7M -$566K -2,550 -4%
GC
343
Gillson Capital
Illinois
$11.3M +$11.8M +53,070 New
BCI
344
Brinker Capital Investments
Pennsylvania
$11.3M -$46.4K -209 -0.4%
OPS
345
Orion Portfolio Solutions
Nebraska
$11.3M -$46.4K -209 -0.4%
CWM
346
Calamos Wealth Management
Illinois
$11.1M +$2.85M +12,824 +33%
Wealth Enhancement Advisory Services
347
Wealth Enhancement Advisory Services
Minnesota
$10.9M +$597K +2,690 +6%
PF
348
Phoenix Financial
Israel
$10.9M +$689K +3,107 +6%
Mirae Asset Global Investments
349
Mirae Asset Global Investments
South Korea
$10.9M +$565K +2,546 +5%
HVIA
350
Hudson Valley Investment Advisors
New York
$10.6M -$92.7K -418 -0.8%

MRSH Hedge Fund Activity: Q4 2024 in Review

1,573 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2024, worth a combined $94.5B — down 2.6% from $97B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new MRSH positions and 108 closed out — a net gain of 81 holders — while 641 added to existing stakes and 497 trimmed.

The largest buyer was Stifel Financial, adding an estimated $418M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $451M.

  • 1,573 institutional investors held Marsh (MRSH) as of Q4 2024, up from 1,525 in Q3 2024.
  • Funds reported $94.5B of Marsh stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 189 funds opened new Marsh positions in Q4 2024 and 108 closed out, a net change of +81 holders.
  • The largest Marsh buyer in Q4 2024 was Stifel Financial, an estimated $418M added.
  • The largest Marsh seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $451M sold.

Based on aggregated 13F filings for Q4 2024.