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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
HCM
1276
HMS Capital Management
Tennessee
$222K
TB
1277
Terril Brothers
Missouri
$221K +$231K +1,039 New
FC
1278
FORA Capital
Florida
$218K -$5.75M -25,906 -96%
LAM
1279
Longboard Asset Management
Arizona
$218K +$228K +1,028 New
MSFS
1280
Main Street Financial Solutions
Pennsylvania
$218K -$33.5K -151 -13%
BCG
1281
BayBridge Capital Group
California
$218K +$887 +4 +0.4%
MIC
1282
Means Investment Company
Maine
$217K +$222 +1 +0.1%
WF
1283
Wayfinding Financial
Washington
$217K +$228K +1,026 New
CCA
1284
Childress Capital Advisors
Texas
$217K -$444 -2 -0.2%
MWM
1285
Meridian Wealth Management
Kentucky
$217K +$18.2K +82 +9%
HWA
1286
HHM Wealth Advisors
Tennessee
$216K +$226K +1,018 New
RPWA
1287
Regent Peak Wealth Advisors
Georgia
$216K +$6.66K +30 +3%
HB
1288
Horizon Bancorp
Indiana
$216K -$2K -9 -0.9%
FIC
1289
Family Investment Center
Missouri
$215K -$7.76K -35 -3%
MSWM
1290
McGlone Suttner Wealth Management
Wisconsin
$215K +$4.88K +22 +2%
MAG
1291
Members Advisory Group
New York
$215K +$666 +3 +0.3%
DCM
1292
Dudley Capital Management
Virginia
$215K
SPA
1293
Sherbrooke Park Advisers
New York
$214K +$223K +1,006 New
AFT
1294
Alpha Family Trust
California
$213K
FWP
1295
FAS Wealth Partners
Kansas
$213K +$444 +2 +0.2%
CCG
1296
Cypress Capital Group
Florida
$212K -$204K -918 -48%
BA
1297
Bluesphere Advisors
Pennsylvania
$212K
RWRC
1298
R.W. Roge & Company
New York
$212K
CFO
1299
CVA Family Office
Colorado
$212K +$7.76K +35 +4%
AP
1300
Appleton Partners
Massachusetts
$211K +$4.21K +19 +2%

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.