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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
AG
476
Ascent Group
Virginia
$5.16M +$1.07M +4,700 +29%
EPIM
477
Evelyn Partners Investment Management
$5.11M -$75.6K -333 -2%
MJRIC
478
Mogy Joel R Investment Counsel
California
$5.06M +$2.45M +10,818 +109%
BWP
479
Burling Wealth Partners
Illinois
$5.05M +$210K +925 +5%
OAM
480
Occidental Asset Management
California
$5M +$253K +1,113 +6%
VA
481
Vident Advisory
Georgia
$4.99M +$1.24M +5,460 +36%
MIF
482
Mediolanum International Funds
Ireland
$4.98M -$155K -684 -3%
ATC
483
Argent Trust Co
Tennessee
$4.98M +$172K +757 +4%
MFG
484
Merit Financial Group
Georgia
$4.94M +$653K +2,877 +17%
RC
485
RBF Capital
California
$4.88M
WIA
486
World Investment Advisors
California
$4.85M +$374K +1,647 +9%
LI
487
Lafayette Investments
Maryland
$4.83M -$30.6K -135 -0.7%
TCA
488
Transcend Capital Advisors
New Jersey
$4.82M +$69K +304 +2%
TRCT
489
Tower Research Capital (TRC)
New York
$4.82M -$2.64M -11,627 -37%
SEM
490
Suncoast Equity Management
Florida
$4.82M +$116K +511 +3%
SICM
491
Sustainable Insight Capital Management
New York
$4.76M -$1.06M -4,672 -19%
AM
492
AGF Management
Ontario, Canada
$4.73M +$126K +554 +3%
EL
493
Essex LLC
Illinois
$4.68M -$367K -1,618 -8%
GP
494
Geneva Partners
Wisconsin
$4.67M +$4.34M +19,148 New
PCG
495
Prosperity Consulting Group
Maryland
$4.6M -$40.8K -180 -0.9%
GI
496
GAMCO Investors
Connecticut
$4.6M -$106K -467 -2%
FBT
497
First Bankers Trust
Kentucky
$4.58M -$49.9K -220 -1%
Bessemer Group
498
Bessemer Group
New Jersey
$4.56M -$2.26M -9,980 -35%
SGI
499
Summit Global Investments
Utah
$4.53M +$3.87M +17,037 +1,119%
KAS
500
Kestra Advisory Services
Texas
$4.52M +$191K +843 +5%

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.