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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
NSEDCP
551
NJ State Employees Deferred Compensation Plan
New Jersey
$3.44M
BPA
552
Beacon Pointe Advisors
California
$3.43M +$597K +2,632 +23%
UHC
553
Union Heritage Capital
Michigan
$3.43M
IWA
554
Icon Wealth Advisors
Texas
$3.4M +$285K +1,256 +10%
SLI
555
Sumitomo Life Insurance
Japan
$3.37M -$12.3K -54 -0.4%
HFS
556
Hantz Financial Services
Michigan
$3.35M +$108K +474 +4%
QCG
557
Quadrant Capital Group
Ohio
$3.34M +$1.03M +4,541 +50%
FCH
558
Freestone Capital Holdings
Washington
$3.33M -$8.17K -36 -0.3%
RCIM
559
Red Cedar Investment Management
Michigan
$3.31M -$895K -3,943 -23%
AWM
560
Accurate Wealth Management
Florida
$3.29M -$32.7K -144 -1%
VRM
561
Vectors Research Management
New York
$3.27M +$886K +3,904 +41%
TC
562
TownSquare Capital
Utah
$3.26M +$361K +1,593 +14%
SF
563
Summit Financial
New Jersey
$3.21M +$34K +150 +1%
MMA
564
Miracle Mile Advisors
California
$3.21M +$88K +388 +3%
DWM
565
Dynasty Wealth Management
Florida
$3.2M -$119K -525 -4%
MWM
566
Moran Wealth Management
Florida
$3.19M +$332K +1,463 +13%
OBAM
567
ODDO BHF Asset Management
France
$3.18M +$121K +535 +4%
EF
568
Empowered Funds
Pennsylvania
$3.17M +$415K +1,830 +16%
A
569
AlphaQuest
New York
$3.16M +$953K +4,202 +48%
RWA
570
River Wealth Advisors
Pennsylvania
$3.15M -$140K -617 -5%
PAG
571
Private Advisor Group
New Jersey
$3.13M +$33.1K +146 +1%
BLC
572
Brown, Lisle/Cummings
Rhode Island
$3.13M +$5.22K +23 +0.2%
KB
573
Kimelman & Baird
New York
$3.12M
Cambridge Investment Research Advisors
574
Cambridge Investment Research Advisors
Iowa
$3.07M +$18.4K +81 +0.6%
MNBTD
575
Moody National Bank Trust Division
Texas
$3.05M +$18.8K +83 +0.7%

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.