We are live on ! Find out more
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
676
Empirical Wealth Management
Washington
$1.74M +$331K +1,458 +26%
PCM
677
Penserra Capital Management
California
$1.74M +$815K +3,593 +101%
SW
678
Simplicity Wealth
New Jersey
$1.74M +$1.29M +5,703 +400%
BWAM
679
Boyd Watterson Asset Management
Ohio
$1.72M +$111K +490 +7%
M1FG
680
Mach-1 Financial Group
Arkansas
$1.72M +$1.6M +7,057 New
UBG
681
United Bank (Georgia)
Georgia
$1.71M +$48.1K +212 +3%
NSB
682
Norway Savings Bank
Maine
$1.7M -$40.8K -180 -3%
SAM
683
Smartleaf Asset Management
Massachusetts
$1.69M +$109K +481 +7%
GF
684
Gries Financial
Ohio
$1.69M +$56.5K +249 +4%
AWS
685
Atria Wealth Solutions
New York
$1.69M -$476K -2,096 -23%
RFP
686
RCS Financial Planning
Maryland
$1.68M
AFS
687
Access Financial Services
Minnesota
$1.68M +$253K +1,114 +19%
UAML
688
US Asset Management LLC
Pennsylvania
$1.67M +$291K +1,284 +23%
PA
689
Profund Advisors
Maryland
$1.67M -$80.3K -354 -5%
DLA
690
Douglas Lane & Associates
New York
$1.66M -$45.1K -199 -3%
LI
691
LMCG Investments
Massachusetts
$1.65M +$69K +304 +5%
ATPW
692
Ashton Thomas Private Wealth
Arizona
$1.64M +$152K +669 +11%
ST
693
Smithfield Trust
Pennsylvania
$1.63M -$5.45K -24 -0.4%
PGAM
694
Princeton Global Asset Management
New Jersey
$1.63M
BMCM
695
Bryn Mawr Capital Management
Pennsylvania
$1.63M -$41.3K -182 -3%
CAAS
696
Capital Asset Advisory Services
Michigan
$1.61M -$801K -3,530 -35%
SCM
697
Shelton Capital Management
Colorado
$1.59M -$18.6K -82 -1%
NAMNJ
698
NorthStar Asset Management (New Jersey)
New Jersey
$1.59M +$169K +743 +13%
EIA
699
Edgemoor Investment Advisors
Maryland
$1.57M
CCA
700
Checchi Capital Advisers
California
$1.57M +$21.3K +94 +1%

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.