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
NHC
1651
Nicholas Hoffman & Company
Georgia
-$200K -898 Closed
KFS
1652
Kelly Financial Services
Massachusetts
-$200K -897 Closed
FCM
1653
Fourpath Capital Management
Oklahoma
-$115K -517 Closed
NS
1654
NBC Securities
Alabama
-$114K -513 Closed
NFA
1655
Northwest Financial Advisors
Virginia
-$111K -496 Closed
CPBTD
1656
Central Pacific Bank - Trust Division
Hawaii
-$100K -450 Closed
Parallax Volatility Advisers
1657
Parallax Volatility Advisers
California
-$95.3K -427 Closed
GSEP
1658
Golden State Equity Partners
California
-$93.7K -420 Closed
BIC
1659
Beach Investment Counsel
Pennsylvania
-$78K -350 Closed
DCP
1660
DSM Capital Partners
Florida
-$61.1K -274 Closed
HGA
1661
Hobbs Group Advisors
South Carolina
-$57.1K -256 Closed
Loomis, Sayles & Company
1662
Loomis, Sayles & Company
Massachusetts
-$54K -241 Closed
MFA
1663
McClarren Financial Advisors
Pennsylvania
-$73 -223 Closed
SHIM
1664
Stone House Investment Management
Pennsylvania
-$47.7K -214 Closed
CPA
1665
Capital Performance Advisors
California
-$40.8K -183 Closed
KC
1666
Kepos Capital
New York
-$34K -151 Closed
JIP
1667
Jaffetilchin Investment Partners
Florida
-$23.6K -106 Closed
PCWA
1668
Pacific Capital Wealth Advisors
California
-$23.6K -106 Closed
AIM
1669
Arcadia Investment Management
Michigan
-$16.5K -74 Closed
OWP
1670
ORG Wealth Partners
Texas
-$14.5K -65 Closed
HGERS
1671
Householder Group Estate & Retirement Specialist
Arizona
-$12K -56 Closed
MCA
1672
Maryland Capital Advisors
Maryland
-$11K -50 Closed
RWA
1673
Redmont Wealth Advisors
Illinois
-$7.36K -33 Closed
FNWA
1674
Financial Network Wealth Advisors
Utah
-$4.46K -20 Closed
JFG
1675
JDM Financial Group
Texas
-$1.56K -7 Closed

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.