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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
BIG
751
Brooklyn Investment Group
New York
$1.26M +$262K +1,153 +29%
SIA
752
SkyView Investment Advisors
New Jersey
$1.26M +$75.8K +334 +7%
BWS
753
Broadway Wealth Solutions
Texas
$1.25M +$5.9K +26 +0.5%
MMHP
754
Murphy Middleton Hinkle & Parker
Georgia
$1.24M
GIC
755
Generali Investments CEE
Czech Republic
$1.23M
AIP
756
Ameritas Investment Partners
Nebraska
$1.23M -$23.6K -104 -2%
AC
757
AlphaCore Capital
California
$1.23M +$1.14M +5,037 New
JWM
758
JGP Wealth Management
Oregon
$1.21M +$14.7K +65 +1%
CI
759
Cigna Investments
Connecticut
$1.21M -$22.2K -98 -2%
CNBT
760
Canandaigua National Bank & Trust
New York
$1.2M -$27.9K -123 -2%
FC
761
FORA Capital
Florida
$1.2M +$885K +3,899 +379%
BHWM
762
Bar Harbor Wealth Management
New Hampshire
$1.2M -$5.22K -23 -0.5%
HPC
763
HM Payson & Co
Maine
$1.19M -$9.53K -42 -0.9%
MCM
764
Manchester Capital Management
Vermont
$1.19M +$4.99K +22 +0.5%
IAA
765
Independent Advisor Alliance
North Carolina
$1.19M +$55.8K +246 +5%
WFI
766
West Family Investments
California
$1.19M
DDC
767
DF Dent & Co
Maryland
$1.17M -$216K -953 -17%
BBL
768
Beck Bode LLC
Massachusetts
$1.17M -$1.35M -5,941 -55%
DADC
769
D.A. Davidson & Co
Montana
$1.16M -$162K -712 -13%
RDWM
770
Red Door Wealth Management
Tennessee
$1.16M +$34.7K +153 +3%
PCIA
771
Prime Capital Investment Advisors
Kansas
$1.16M +$311K +1,369 +40%
FW
772
FullCircle Wealth
Texas
$1.16M +$33.6K +148 +3%
BA
773
Bridgewater Advisors
New York
$1.15M +$1.18M +5,196 New
CGIM
774
Capital Group Investment Management
Singapore
$1.15M
BAM
775
Belpointe Asset Management
Nevada
$1.14M -$1.29M -5,684 -55%

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.