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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
EWM
651
Evercore Wealth Management
New York
$1.98M -$227 -1 -0%
SC
652
Syon Capital
California
$1.97M +$101K +445 +6%
FPAS
653
Focus Partners Advisor Solutions
Missouri
$1.94M +$224K +989 +14%
RWP
654
RWA Wealth Partners
Massachusetts
$1.92M +$908 +4 +0.1%
DFCM
655
Dark Forest Capital Management
Puerto Rico
$1.92M +$1.35M +5,956 +314%
DA
656
Drake & Associates
Wisconsin
$1.91M +$367K +1,616 +26%
SBFM
657
S-Bank Fund Management
Finland
$1.91M +$1.78M +7,836 New
LF
658
Lantz Financial
Illinois
$1.89M +$5.9K +26 +0.3%
LIA
659
LS Investment Advisors
Michigan
$1.89M
MTC
660
Matrix Trust Company
Colorado
$1.87M +$21.1K +93 +1%
CSIC
661
Clifford Swan Investment Counsel
California
$1.86M +$1.36K +6 +0.1%
OTL
662
Oak Thistle LLC
New York
$1.83M -$504K -2,222 -23%
VWM
663
Venturi Wealth Management
Texas
$1.83M +$4.08K +18 +0.2%
WPC
664
Wedmont Private Capital
Pennsylvania
$1.83M +$90.3K +398 +5%
LNB
665
Ledyard National Bank
$1.83M +$99.1K +437 +6%
IA
666
IFP Advisors
Florida
$1.83M +$10.7K +47 +0.6%
MCM
667
MAI Capital Management
Ohio
$1.8M +$24.1K +106 +1%
CA
668
Clearstead Advisors
Ohio
$1.8M -$150K -659 -8%
RZH
669
Relyea Zuckerberg Hanson
Connecticut
$1.79M -$227 -1 -0%
PA
670
Parallel Advisors
California
$1.78M +$64.9K +286 +4%
CCIA
671
Campbell & Co Investment Adviser
Maryland
$1.77M +$1.65M +7,254 New
TH
672
TCTC Holdings
Texas
$1.77M +$11.1K +49 +0.7%
FNT
673
First National Trust
Pennsylvania
$1.76M -$205K -904 -11%
FTWA
674
Fifth Third Wealth Advisors
Ohio
$1.75M +$169K +746 +12%
BHPW
675
Beverly Hills Private Wealth
California
$1.74M -$59K -260 -4%

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.