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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
SRL
976
Scientech Research LLC
New Jersey
$495K -$1.33M -5,981 -72%
SPC
977
Sigma Planning Corp
Michigan
$494K +$14.6K +66 +3%
DTL
978
Dynamic Technology Lab
Singapore
$493K -$4.16M -18,737 -89%
FCG
979
Fielder Capital Group
Tennessee
$493K +$170K +767 +49%
LFA
980
Legacy Financial Advisors
Kentucky
$492K +$666 +3 +0.1%
CCG
981
Catalina Capital Group
California
$488K +$7.76K +35 +2%
IWM
982
IHT Wealth Management
Illinois
$480K -$266K -1,200 -35%
FAIM
983
Financial Advocates Investment Management
Washington
$479K -$424K -1,911 -46%
LFM
984
LGT Fund Management
Liechtenstein
$476K +$497K +2,240 New
SQA
985
Simon Quick Advisors
New Jersey
$475K +$38.8K +175 +8%
MG
986
Mather Group
Illinois
$472K +$24.4K +110 +5%
AF
987
Atala Financial
California
$468K +$489K +2,202 New
TWA
988
Talisman Wealth Advisors
New Jersey
$466K -$8.87K -40 -2%
OFS
989
OneAscent Financial Services
Alabama
$466K +$150K +677 +45%
GLA
990
Good Life Advisors
Pennsylvania
$466K +$487K +2,194 New
ACM
991
Advisors Capital Management
New Jersey
$466K +$98.1K +442 +25%
GLA
992
Great Lakes Advisors
Illinois
$464K +$216K +975 +81%
EA
993
Everpar Advisors
Oklahoma
$464K +$3.99K +18 +0.8%
EFA
994
Evernest Financial Advisors
Indiana
$462K -$12.6K -57 -3%
PCM
995
Parsons Capital Management
Rhode Island
$460K +$7.76K +35 +2%
1C
996
111 Capital
France
$459K +$479K +2,159 New
CBB
997
Citizens Business Bank
California
$456K
WFA
998
WestHill Financial Advisors
California
$455K
TBA
999
Tower Bridge Advisors
Pennsylvania
$452K -$19.7K -89 -4%
TL
1000
Tradewinds LLC
North Carolina
$450K -$19.7K -89 -4%

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.