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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
BOJHT
1451
Bank of Jackson Hole Trust
Wyoming
$21.5K +$22.4K +101 New
AWM
1452
Abound Wealth Management
Tennessee
$21.3K -$887 -4 -4%
CTA
1453
Colonial Trust Advisors
South Carolina
$21.2K
W
1454
WealthCollab
Washington
$20.2K
HNW
1455
High Note Wealth
Minnesota
$20.2K +$21.1K +95 New
AS
1456
Altshuler Shaham
Israel
$20K +$222 +1 +1%
NFSG
1457
Newbridge Financial Services Group
Florida
$19.7K
B
1458
Birchbrook
Maine
$19.5K +$20.4K +92 New
DIP
1459
DT Investment Partners
Pennsylvania
$19.1K
SGC
1460
Slocum, Gordon & Co
Rhode Island
$19.1K
MFT
1461
Moisand Fitzgerald Tamayo
Florida
$18.9K
WWP
1462
WR Wealth Planners
Missouri
$18.7K +$444 +2 +2%
MMCM
1463
Murphy & Mullick Capital Management
New York
$18.7K +$19.5K +88 New
OC
1464
Oakworth Capital
Alabama
$18.1K
AP
1465
Atwood & Palmer
Missouri
$17.2K
VWM
1466
Valley Wealth Managers
New Jersey
$17K
DWM
1467
Darwin Wealth Management
Florida
$17K
FPF
1468
First Pacific Financial
Washington
$16.9K +$222 +1 +1%
MWM
1469
Mascoma Wealth Management
New Hampshire
$16.6K +$6.21K +28 +56%
GG
1470
Gleason Group
Kentucky
$16.1K
GIA
1471
GHP Investment Advisors
Colorado
$15.3K
SVCP
1472
Silicon Valley Capital Partners
California
$15.2K +$222 +1 +1%
CAM
1473
Creekmur Asset Management
Illinois
$14.9K
AP
1474
Aspect Partners
Virginia
$14.4K -$444 -2 -3%
SC
1475
Steph & Co
Wisconsin
$14.2K -$8.43K -38 -36%

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.