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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
HFM
1176
Harvest Fund Management
China
$291K -$171K -773 -36%
CA
1177
Continuum Advisory
Idaho
$291K +$21.5K +97 +8%
SFS
1178
Stiles Financial Services
Minnesota
$290K +$18.2K +82 +6%
MW
1179
Marcum Wealth
Ohio
$289K -$444 -2 -0.1%
HCM
1180
Hollencrest Capital Management
California
$287K
RHJA
1181
Rice Hall James & Associates
California
$287K
RA
1182
RFG Advisory
Alabama
$287K -$15.8K -71 -5%
LAS
1183
Legacy Advisory Services
Pennsylvania
$286K +$1.11K +5 +0.4%
SEIA
1184
Signature Estate & Investment Advisors
California
$285K -$24.6K -111 -8%
YIA
1185
YHB Investment Advisors
Connecticut
$285K -$10.9K -49 -4%
FMII
1186
Farmers & Merchants Investments Inc
Nebraska
$284K
HWA
1187
HCR Wealth Advisors
California
$284K -$28.6K -129 -9%
CT
1188
Colonial Trust
South Carolina
$283K +$42.8K +193 +17%
MEG
1189
Millstone Evans Group
Colorado
$281K +$294K +1,325 New
GWM
1190
Geneos Wealth Management
Colorado
$281K +$10.4K +47 +4%
ACP
1191
Aveo Capital Partners
Colorado
$281K -$13.8K -62 -4%
NED
1192
Nancy E. Dempze
$278K -$4.44K -20 -2%
GVAG
1193
Great Valley Advisor Group
Delaware
$277K +$290K +1,305 New
OL
1194
OneFund LLC
Florida
$277K +$2.22K +10 +0.8%
RMC
1195
Resources Management Corp
Connecticut
$276K -$5.55K -25 -2%
VC
1196
Vestor Capital
Illinois
$274K +$2.22K +10 +0.8%
FOA
1197
Five Oceans Advisors
California
$274K -$14.4K -65 -5%
RPC
1198
Rossmore Private Capital
Connecticut
$273K +$26.6K +120 +10%
DWM
1199
Destination Wealth Management
California
$272K +$27.3K +123 +11%
IP
1200
Ignite Planners
California
$272K +$1.33K +6 +0.5%

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.