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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
BS
701
Banco Santander
Spain
$1.56M -$18.2M -80,243 -93%
M
702
MATAURO
New York
$1.54M +$1.43M +6,322 New
KCM
703
Kathmere Capital Management
Pennsylvania
$1.54M +$213K +941 +18%
S
704
SimplyRich
California
$1.52M
EB
705
Exchange Bank
California
$1.52M
OFG
706
OmniStar Financial Group
North Carolina
$1.52M +$698K +3,077 +98%
GI
707
GAMMA Investing
California
$1.52M +$342K +1,507 +32%
VVP
708
Venture Visionary Partners
Ohio
$1.5M -$16.3K -72 -1%
CTA
709
Chesley Taft & Associates
Illinois
$1.49M -$83.3K -367 -6%
SWP
710
Sagespring Wealth Partners
Tennessee
$1.48M +$189K +835 +16%
TSW
711
Thompson Siegel & Walmsley
Virginia
$1.48M -$254K -1,119 -16%
GWM
712
Graybill Wealth Management
Illinois
$1.48M +$1.37M +6,053 New
CWP
713
Concord Wealth Partners
Virginia
$1.48M -$24.3K -107 -2%
PGFC
714
Peapack-Gladstone Financial Corp
New Jersey
$1.44M +$3.18K +14 +0.2%
DWT
715
Dorsey & Whitney Trust
South Dakota
$1.44M -$10.9K -48 -0.8%
OAM
716
Ostrum Asset Management
France
$1.43M -$35.2K -155 -3%
PFG
717
Prosperity Financial Group
California
$1.43M +$22.2K +98 +2%
FWCM
718
Ferguson Wellman Capital Management
Oregon
$1.42M -$75.6K -333 -5%
OC
719
Oppenheimer & Co
New York
$1.42M +$73.3K +323 +6%
LI
720
Louisbourg Investments
New Brunswick, Canada
$1.41M -$7.26K -32 -0.4%
Jones Financial Companies
721
Jones Financial Companies
Missouri
$1.41M +$350K +1,542 +36%
SAM
722
Shell Asset Management
Netherlands
$1.41M +$8.17K +36 +0.6%
IIC
723
Ironwood Investment Counsel
Arizona
$1.4M +$12K +53 +0.9%
EWA
724
EverSource Wealth Advisors
Alabama
$1.4M +$157K +693 +14%
EWM
725
Elmwood Wealth Management
California
$1.4M -$89.4K -394 -6%

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.