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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
MYAM
601
Meiji Yasuda Asset Management
Japan
$2.62M +$14.3K +63 +0.6%
GT
602
Greenleaf Trust
Michigan
$2.62M +$114K +503 +5%
HBT
603
Hills Bank & Trust
Iowa
$2.58M +$53.5K +236 +2%
O
604
Ossiam
France
$2.55M -$26.4M -116,367 -92%
BCWM
605
Bartlett & Co Wealth Management
Ohio
$2.55M +$4.76K +21 +0.2%
IA
606
Integrity Alliance
Iowa
$2.54M +$1.56M +6,888 +196%
RWM
607
Ritholtz Wealth Management
New York
$2.51M +$259K +1,141 +12%
WAP
608
Wealthcare Advisory Partners
Pennsylvania
$2.5M -$10.4K -46 -0.4%
TA
609
TKG Advisors
Indiana
$2.5M -$66K -291 -3%
EBT
610
Enterprise Bank & Trust
Massachusetts
$2.49M +$113K +499 +5%
WSFS
611
Wilmington Savings Fund Society
Delaware
$2.47M -$45.4K -200 -2%
BJL
612
Brighton Jones LLC
Washington
$2.47M +$310K +1,367 +16%
RFC
613
Regions Financial Corp
Alabama
$2.45M -$8.85K -39 -0.4%
CK
614
Cohen Klingenstein
New York
$2.44M
S
615
SignatureFD
Georgia
$2.43M +$110K +485 +5%
PA
616
Pinnacle Associates
New York
$2.38M -$44.9K -198 -2%
HIC
617
Hartline Investment Corp
Illinois
$2.38M -$572K -2,523 -21%
DWA
618
Delap Wealth Advisory
Oregon
$2.34M -$94.4K -416 -4%
TAM
619
Tealwood Asset Management
Minnesota
$2.33M -$27.5K -121 -1%
BP
620
Ballentine Partners
Massachusetts
$2.33M -$54.9K -242 -2%
RWB
621
RMR Wealth Builders
New Jersey
$2.32M +$196K +862 +10%
HAG
622
HighPoint Advisor Group
Illinois
$2.32M -$43.1K -190 -2%
HH
623
Hilltop Holdings
Texas
$2.3M +$162K +715 +8%
FRA
624
Front Row Advisors
California
$2.29M -$9.07K -40 -0.4%
CCG
625
Chatham Capital Group
Georgia
$2.26M -$19.3K -85 -0.9%

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.