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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
HDIM
1426
Hanson & Doremus Investment Management
Vermont
$35K
JWA
1427
JFS Wealth Advisors
Pennsylvania
$34K -$11.3K -51 -24%
TCM
1428
Tradewinds Capital Management
Washington
$33.3K
GFPC
1429
Global Financial Private Client
Florida
$33.3K +$1.33K +6 +4%
FLP
1430
Financial Life Planners
Arizona
$33K +$34.4K +155 New
ITIM
1431
Indiana Trust & Investment Management
Indiana
$32.1K +$6.21K +28 +23%
ACA
1432
Atlas Capital Advisors
Wyoming
$32.1K -$1.55K -7 -4%
CPG
1433
Cornerstone Planning Group
New Jersey
$30.9K +$666 +3 +2%
NL
1434
NVWM LLC
Pennsylvania
$30.2K -$887 -4 -3%
M
1435
MOTCO
Texas
$29.7K -$374K -1,687 -92%
CIR
1436
Clear Investment Research
Georgia
$29.7K
MAM
1437
Meeder Asset Management
Ohio
$29.5K -$1.77K -8 -5%
PWMG
1438
Private Wealth Management Group
New Jersey
$29.3K +$5.55K +25 +22%
SC
1439
Solstein Capital
California
$28.7K
CTWM
1440
Cherry Tree Wealth Management
Minnesota
$28K +$666 +3 +2%
PSB
1441
Piscataqua Savings Bank
New Hampshire
$27.4K
ADL
1442
Asset Dedication LLC
California
$26.3K
SS
1443
Sunbelt Securities
Texas
$25K
CA
1444
Crewe Advisors
Utah
$23.6K -$11.8K -53 -32%
CIAM
1445
Caitong International Asset Management
Hong Kong
$23.4K +$24.4K +110 New
RFG
1446
REAP Financial Group
Texas
$23.4K
KFI
1447
Key Financial Inc
Pennsylvania
$22.5K
CYG
1448
Clean Yield Group
Vermont
$22.3K
CAS
1449
Coppell Advisory Solutions
Texas
$22K +$12K +54 +108%
CAL
1450
Capital Analysts LLC
Pennsylvania
$22K -$10.2K -46 -30%

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.