We are live on ! Find out more
MRSH

Marsh

1,470 hedge funds and large institutions have $92.2B invested in Marsh in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 592 increasing their positions, 517 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $371M | Put options by funds: $165M

65% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 72

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

15% more repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 517

2% more funds holding

Funds holding: 1,4421,470 (+28)

3% more capital invested

Capital invested by funds: $89.8B → $92.2B (+$2.37B)

0.07% less ownership

Funds ownership: 88.78%88.71% (-0.07%)

Holders
1,470
Holders Change
+28
Holders Change %
+1.94%
% of All Funds
21.23%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
119
Increased
592
Reduced
517
Closed
72
Calls
$371M
Puts
$165M
Net Calls
+$206M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
876
Sterling Wealth Management
Illinois
$593K
RCM
877
Requisite Capital Management
Texas
$592K
SPC
878
Spirepoint Private Client
Florida
$592K -$51.4K -250 -8%
MA
879
Montag & Associates
Georgia
$590K
GI
880
GAMMA Investing
California
$589K +$144K +701 +33%
MWM
881
Meritas Wealth Management
California
$584K
AWA
882
Aaron Wealth Advisors
Illinois
$577K +$114K +556 +25%
FFA
883
Florida Financial Advisors
Florida
$566K -$15K -73 -3%
CAI
884
Capital Advisors Inc
Oklahoma
$565K +$14.4K +70 +3%
HOWA
885
Heritage Oak Wealth Advisors
Florida
$564K +$550K +2,677 New
FFM
886
Forum Financial Management
Illinois
$563K +$20.1K +98 +4%
PPWP
887
Premier Path Wealth Partners
New Jersey
$561K -$9.86K -48 -2%
AP
888
Adero Partners
California
$561K +$68.6K +334 +14%
SFP
889
Sweet Financial Partners
Minnesota
$560K -$63.3K -308 -10%
MLA
890
My Legacy Advisors
Oregon
$560K +$139K +675 +34%
AWA
891
Amplius Wealth Advisors
Pennsylvania
$558K -$107K -523 -16%
IWM
892
IHT Wealth Management
Illinois
$558K +$8.83K +43 +2%
AWA
893
Arkadios Wealth Advisors
Georgia
$556K +$49.7K +242 +10%
MA
894
Mutual Advisors
Nebraska
$555K +$49.3K +240 +11%
BRM
895
Boston Research & Management
Massachusetts
$552K
PWMG
896
Prestige Wealth Management Group
New Jersey
$551K +$227K +1,103 +73%
QIM
897
Quantitative Investment Management
Virginia
$548K -$2.89M -14,050 -84%
PFA
898
Pure Financial Advisors
California
$547K +$8.83K +43 +2%
PP
899
PDS Planning
Ohio
$547K +$11.9K +58 +2%
CWM
900
C2C Wealth Management
Arizona
$544K