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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
FIM
701
Freedom Investment Management
Connecticut
$1.38M +$24.2K +109 +2%
SAM
702
Smartleaf Asset Management
Massachusetts
$1.38M +$248K +1,117 +21%
CTA
703
Chesley Taft & Associates
Illinois
$1.37M -$205K -925 -13%
LI
704
LMCG Investments
Massachusetts
$1.37M -$48.8K -220 -3%
EIA
705
Edgemoor Investment Advisors
Maryland
$1.37M
FTWA
706
Fifth Third Wealth Advisors
Ohio
$1.37M +$379K +1,708 +36%
PS
707
Principal Securities
Iowa
$1.36M +$88.1K +397 +7%
MC
708
Machina Capital
France
$1.36M -$102K -460 -7%
FCP
709
Fidelis Capital Partners
Florida
$1.36M -$127K -574 -8%
CCA
710
Checchi Capital Advisers
California
$1.35M +$9.32K +42 +0.7%
TCM
711
Teza Capital Management
Illinois
$1.34M -$7.51M -33,839 -84%
EB
712
Exchange Bank
California
$1.33M
S
713
SimplyRich
California
$1.32M +$22.6K +102 +2%
HCM
714
Highview Capital Management
Illinois
$1.32M +$34.6K +156 +3%
VVP
715
Venture Visionary Partners
Ohio
$1.32M -$18.4K -83 -1%
FWCM
716
Ferguson Wellman Capital Management
Oregon
$1.31M -$10.6K -48 -0.8%
CWP
717
Concord Wealth Partners
Virginia
$1.31M +$17.3K +78 +1%
AC
718
AXQ Capital
New Jersey
$1.3M -$849K -3,829 -38%
EWM
719
Elmwood Wealth Management
California
$1.3M +$887 +4 +0.1%
CAMV
720
Concord Asset Management (Virginia)
Virginia
$1.28M +$18.6K +84 +1%
ATPW
721
Ashton Thomas Private Wealth
Arizona
$1.28M +$761K +3,432 +131%
OAM
722
Ostrum Asset Management
France
$1.28M +$575K +2,594 +76%
FCA
723
Fortis Capital Advisors
Kansas
$1.27M +$390K +1,756 +46%
DWT
724
Dorsey & Whitney Trust
South Dakota
$1.26M -$62.6K -282 -5%
AI
725
AXS Investments
New York
$1.26M +$37.7K +170 +3%

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.