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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
BFM
626
Boothbay Fund Management
New York
$2.23M +$1.29M +5,671 +163%
AAF
627
Andra AP-fonden
Sweden
$2.22M -$5.99M -26,390 -74%
GC
628
Grimes & Company
Massachusetts
$2.18M -$30.6K -135 -1%
QI
629
Qtron Investments
Massachusetts
$2.16M
MAS
630
Meeder Advisory Services
Ohio
$2.16M +$183K +807 +10%
MGIA
631
Moneta Group Investment Advisors
Missouri
$2.15M -$76.9K -339 -4%
SFA
632
Souders Financial Advisors
Ohio
$2.14M -$1.1M -4,868 -36%
TPCW
633
TD Private Client Wealth
New York
$2.14M +$30.4K +134 +2%
MSA
634
MUFG Securities Americas
New York
$2.12M +$327K +1,443 +20%
ASN
635
Advisory Services Network
Georgia
$2.12M -$38.6K -170 -2%
UF
636
Univest Financial
Pennsylvania
$2.11M -$56.9K -251 -3%
DBIA
637
Dumont & Blake Investment Advisors
New Jersey
$2.11M
WA
638
Wealth Alliance
New York
$2.11M +$93K +410 +5%
MWM
639
Mission Wealth Management
California
$2.1M +$207K +914 +12%
JFG
640
Jefferies Financial Group
New York
$2.1M -$87.8K -387 -4%
BTWM
641
Brass Tax Wealth Management
Ohio
$2.09M -$41.5K -183 -2%
PS
642
Pensionfund Sabic
Netherlands
$2.07M -$340K -1,500 -15%
PBT
643
Pictet Bank & Trust
Bahamas
$2.05M +$385K +1,699 +25%
CNC
644
Citizens & Northern Corp
Pennsylvania
$2.03M +$11.6K +51 +0.6%
CFG
645
Citizens Financial Group
Rhode Island
$2.02M +$45.1K +199 +2%
EWA
646
EP Wealth Advisors
California
$2.02M +$1.06M +4,687 +131%
ICP
647
Impact Capital Partners
Colorado
$2.01M +$121K +534 +7%
IA
648
IAM Advisory
Pennsylvania
$2.01M -$2.95K -13 -0.2%
SC
649
Savant Capital
Illinois
$2M -$197K -867 -10%
FMI
650
F/M Investments
District of Columbia
$1.98M +$1.85M +8,134 New

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.