We are live on ! Find out more
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
MIA
1501
MeadowBrook Investment Advisors
Michigan
$7.65K
TFM
1502
TFC Financial Management
Massachusetts
$7.65K
HI
1503
Human Investing
Oregon
$7.65K +$7.99K +36 New
CCMI
1504
Creative Capital Management Investments
California
$7.43K
TFGT
1505
TS Financial Group (TSFG)
Illinois
$7K
GWSG
1506
GPS Wealth Strategies Group
Colorado
$6.85K -$666 -3 -9%
DPW
1507
DiNuzzo Private Wealth
Pennsylvania
$6.58K -$222 -1 -3%
OSNBOA
1508
Old Second National Bank of Aurora
Illinois
$6.58K +$6.88K +31 New
LWANC
1509
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.37K
CT
1510
Clearstead Trust
Maine
$6.37K -$887 -4 -12%
CJ
1511
Caitlin John
Michigan
$6.37K
WIM
1512
Westside Investment Management
California
$6.37K
RS
1513
Rakuten Securities
Japan
$6.37K +$4.21K +19 +173%
SIS
1514
Sound Income Strategies
Florida
$6.24K -$10.6K -48 -62%
ME
1515
McIlrath & Eck
Washington
$6.16K
TC
1516
Tacita Capital
Ontario, Canada
$6.16K
Q1WB
1517
Quest 10 Wealth Builders
Virginia
$6.16K +$6.43K +29 New
LIS
1518
Legacy Investment Solutions
Idaho
$5.68K -$8.65K -39 -61%
LWMI
1519
Legacy Wealth Management (Idaho)
Idaho
$5.68K -$8.65K -39 -61%
NWWA
1520
New Wave Wealth Advisors
Arkansas
$5.52K +$5.77K +26 New
TWD
1521
True Wealth Design
Ohio
$5.35K -$8.87K -40 -62%
TFA
1522
Toth Financial Advisory
Virginia
$5.31K
GJIA
1523
Glass Jacobson Investment Advisors
Maryland
$5.31K +$5.55K +25 New
CWA
1524
Carolina Wealth Advisors
South Carolina
$5.31K
CF
1525
Conquis Financial
California
$5.31K +$5.55K +25 New

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.