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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
SIA
776
SkyView Investment Advisors
New Jersey
$1.03M +$1.07M +4,831 New
HPIA
777
Hamilton Point Investment Advisors
North Carolina
$1.01M +$551K +2,483 +110%
QWM
778
Quadcap Wealth Management
Texas
$1.01M -$16.2K -73 -2%
MPAM
779
Murphy Pohlad Asset Management
Minnesota
$1M
CAG
780
Csenge Advisory Group
Florida
$1M -$22.9K -103 -2%
CGIM
781
Capital Group Investment Management
Singapore
$1,000K +$84.7K +382 +9%
GI
782
GAMMA Investing
California
$999K +$186K +839 +22%
CCA
783
Criterion Capital Advisors
Tennessee
$998K
TSMHT
784
Thurston Springer Miller Herd & Titak
Indiana
$997K +$178K +801 +21%
LCWP
785
Legacy Capital Wealth Partners
Arkansas
$993K +$45.5K +205 +5%
CFP
786
Cascade Financial Partners
California
$991K -$104K -470 -9%
FC
787
Fjell Capital
North Dakota
$989K +$1.03M +4,657 New
NB
788
Nicolet Bankshares
Wisconsin
$988K +$45.5K +205 +5%
IAA
789
Independent Advisor Alliance
North Carolina
$985K +$560K +2,523 +119%
RDWM
790
Red Door Wealth Management
Tennessee
$980K +$17.3K +78 +2%
LIM
791
Leavell Investment Management
Alabama
$979K
QPWM
792
Quadrant Private Wealth Management
Pennsylvania
$975K +$15.8K +71 +2%
BFM
793
Boston Financial Management
Massachusetts
$973K
SWM
794
Spire Wealth Management
Virginia
$969K -$1.61M -7,278 -61%
WA
795
Waverly Advisors
Alabama
$964K +$706K +3,183 +235%
TCOT
796
Trust Company of Toledo
Ohio
$953K +$68.6K +309 +7%
PWMAG
797
Pinnacle Wealth Management Advisory Group
New Jersey
$950K +$5.55K +25 +0.6%
PWPS
798
Pinnacle Wealth Planning Services
Ohio
$949K -$310K -1,397 -24%
OCBCO
799
Oversea-Chinese Banking Corp (OCBC)
Singapore
$948K -$41.9K -189 -4%
NBT
800
Northwest Bank & Trust
Iowa
$948K +$8.87K +40 +1%

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.