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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
FT
576
Fiduciary Trust
Massachusetts
$3.04M +$75.8K +334 +3%
TAIM
577
Te Ahumairangi Investment Management
New Zealand
$3.04M +$242K +1,066 +9%
CCM
578
Coldstream Capital Management
Washington
$3.02M +$95.1K +419 +4%
HI
579
Horizon Investments
North Carolina
$3.01M +$180K +792 +7%
BIP
580
Bouvel Investment Partners
Pennsylvania
$3.01M -$34.7K -153 -1%
CWM
581
Congress Wealth Management
Massachusetts
$2.99M +$835K +3,682 +42%
PGCM
582
Prescott Group Capital Management
Oklahoma
$2.94M
HCM
583
Howland Capital Management
Massachusetts
$2.92M +$277K +1,222 +11%
PTC
584
Private Trust Company
Ohio
$2.92M -$129K -567 -5%
P
585
Pitcairn
Pennsylvania
$2.92M -$369K -1,625 -12%
SAM
586
Sompo Asset Management
Japan
$2.91M -$1.89M -8,350 -41%
KPWS
587
Kestra Private Wealth Services
Texas
$2.89M +$191K +840 +8%
HSA
588
HBK Sorce Advisory
Pennsylvania
$2.87M -$81K -357 -3%
BBVA
589
Banco Bilbao Vizcaya Argentaria
Spain
$2.86M +$77.8K +343 +3%
GSC
590
G&S Capital
Colorado
$2.84M -$247K -1,088 -9%
PA
591
PFG Advisors
Arizona
$2.83M +$908K +4,004 +53%
TG
592
TCW Group
California
$2.79M +$16.3K +72 +0.6%
USAA
593
United Services Automobile Association
Texas
$2.74M
CIA
594
Concurrent Investment Advisors
Florida
$2.72M +$728K +3,209 +40%
MC
595
Machina Capital
France
$2.69M +$1.05M +4,649 +73%
VPI
596
Value Partners Investments
Manitoba, Canada
$2.69M -$2.19M -9,667 -47%
BF
597
BOK Financial
Oklahoma
$2.68M -$334K -1,474 -12%
CC
598
Courier Capital
New York
$2.65M +$801K +3,531 +48%
DGM
599
Delta Global Management
New York
$2.64M +$2.46M +10,825 New
PWM
600
Perigon Wealth Management
California
$2.64M +$47.6K +210 +2%

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.