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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
WF
726
Welch & Forbes
Massachusetts
$1.4M -$657K -2,896 -34%
TAM
727
Trust Asset Management
Texas
$1.38M -$3.4K -15 -0.3%
WA1
728
Wimmer Associates 1
California
$1.38M -$215K -947 -13%
TSMHT
729
Thurston Springer Miller Herd & Titak
Indiana
$1.38M +$215K +948 +20%
PS
730
Principal Securities
Iowa
$1.36M
FCP
731
Fidelis Capital Partners
Florida
$1.36M +$1.36K +6 +0.1%
AI
732
AXS Investments
New York
$1.36M -$80.1K -353 -6%
NRS
733
Neville Rodie & Shaw
New York
$1.35M
MUAMU
734
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.34M -$1.13M -5,000 -48%
LCM
735
Landscape Capital Management
New Jersey
$1.34M -$1.24M -5,468 -50%
FIM
736
Freedom Investment Management
Connecticut
$1.33M -$231K -1,020 -16%
VFA
737
Valeo Financial Advisors
Indiana
$1.33M -$18.2K -80 -1%
CAMV
738
Concord Asset Management (Virginia)
Virginia
$1.32M -$3.4K -15 -0.2%
WPA
739
West Paces Advisors
Georgia
$1.32M +$32.9K +145 +3%
CFAM
740
Center For Asset Management
Florida
$1.31M -$41.3K -182 -3%
IAN
741
Integrated Advisors Network
Texas
$1.31M +$115K +505 +10%
MOS
742
MGO One Seven
Ohio
$1.29M -$117K -517 -9%
CFB
743
Cullen/Frost Bankers
Texas
$1.29M +$94.8K +418 +9%
LWAM
744
Legacy Wealth Asset Management
Minnesota
$1.29M -$7.94K -35 -0.7%
DA
745
Dover Advisors
Virginia
$1.29M -$21.6K -95 -2%
NP
746
NorthRock Partners
Minnesota
$1.29M +$54K +238 +5%
CP
747
CenterBook Partners
Connecticut
$1.28M +$1.19M +5,263 New
SWIG
748
Strategic Wealth Investment Group
Kentucky
$1.28M -$12.2M -53,867 -91%
AFA
749
AA Financial Advisors
Ohio
$1.27M
HPIA
750
Hamilton Point Investment Advisors
North Carolina
$1.26M +$96.4K +425 +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.