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MRSH

Marsh

1,622 hedge funds and large institutions have $108B invested in Marsh in 2025 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 624 increasing their positions, 563 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 2036 (+16)

79% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 99

15% more call options, than puts

Call options by funds: $112M | Put options by funds: $97.4M

14% more capital invested

Capital invested by funds: $94.5B → $108B (+$13.6B)

11% more repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 563

3% more funds holding

Funds holding: 1,5731,622 (+49)

0.06% less ownership

Funds ownership: 90.28%90.23% (-0.06%)

Holders
1,622
Holders Change
+49
Holders Change %
+3.12%
% of All Funds
21.75%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.48%
New
177
Increased
624
Reduced
563
Closed
99
Calls
$112M
Puts
$97.4M
Net Calls
+$14.4M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HTIM
326
Harbour Trust & Investment Management
Indiana
$14.9M -$53.3K -235 -0.4%
JA
327
JLB & Associates
Michigan
$14.9M -$655K -2,885 -5%
FAB
328
First American Bank
Illinois
$14.8M +$76.9K +339 +0.6%
AWM
329
Apollon Wealth Management
South Carolina
$14.8M -$740K -3,263 -5%
Lido Advisors
330
Lido Advisors
California
$14.6M -$776K -3,420 -5%
VPIM
331
Vanguard Personalized Indexing Management
California
$14.6M +$693K +3,054 +5%
CWM
332
CIBC World Markets
New York
$14.5M -$4.15M -18,292 -24%
Man Group
333
Man Group
United Kingdom
$14.4M -$4.94M -21,787 -27%
IGAM
334
iA Global Asset Management
Quebec, Canada
$14.3M +$10.9M +48,088 +452%
Mirae Asset Global Investments
335
Mirae Asset Global Investments
South Korea
$14.3M +$1.83M +8,058 +16%
IIM
336
INTECH Investment Management
Florida
$14.3M -$5.02M -22,110 -27%
MOACM
337
Mutual of America Capital Management
New York
$13.9M -$390K -1,720 -3%
ACIM
338
Azimuth Capital Investment Management
Michigan
$13.8M +$60.1K +265 +0.5%
BCI
339
Brinker Capital Investments
Pennsylvania
$13.4M +$467K +2,060 +4%
OPS
340
Orion Portfolio Solutions
Nebraska
$13.4M +$467K +2,060 +4%
GAM
341
Generali Asset Management
Italy
$13.3M -$2.55M -11,242 -17%
FGP
342
Foyston, Gordon, & Payne
Ontario, Canada
$13.2M +$1.6M +7,037 +15%
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$12.9M -$755K -3,329 -6%
CWM
344
Calamos Wealth Management
Illinois
$12.9M +$143K +631 +1%
Luther King Capital Management (LKCM)
345
Luther King Capital Management (LKCM)
Texas
$12.7M -$670K -2,954 -5%
OAM
346
OP Asset Management
$12.7M +$11.8M +51,963 New
MML Investors Services
347
MML Investors Services
Massachusetts
$12.2M +$489K +2,155 +4%
EDRH
348
Edmond de Rothschild Holding
Switzerland
$12.1M +$695K +3,064 +7%
Mercer Global Advisors
349
Mercer Global Advisors
Colorado
$12M +$223K +985 +2%
DCM
350
Dupont Capital Management
Delaware
$12M +$726K +3,198 +7%

MRSH Hedge Fund Activity: Q1 2025 in Review

1,622 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q1 2025, worth a combined $108B — up 14% from $94.5B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new MRSH positions and 99 closed out — a net gain of 78 holders — while 624 added to existing stakes and 563 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.02B. The largest seller was Amundi, cutting an estimated $577M.

  • 1,622 institutional investors held Marsh (MRSH) as of Q1 2025, up from 1,573 in Q4 2024.
  • Funds reported $108B of Marsh stock for Q1 2025, up 14% quarter-over-quarter.
  • 177 funds opened new Marsh positions in Q1 2025 and 99 closed out, a net change of +78 holders.
  • The largest Marsh buyer in Q1 2025 was Wellington Management Group, an estimated $1.02B added.
  • The largest Marsh seller in Q1 2025 was Amundi, an estimated $577M sold.

Based on aggregated 13F filings for Q1 2025.