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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
CFP
776
Cascade Financial Partners
California
$1.14M +$2.27K +10 +0.2%
CWM
777
Connecticut Wealth Management
Connecticut
$1.14M -$46.3K -204 -4%
MPAM
778
Murphy Pohlad Asset Management
Minnesota
$1.13M -$19.3K -85 -2%
FC
779
Fjell Capital
North Dakota
$1.13M -$2.95K -13 -0.3%
WG
780
Winton Group
United Kingdom
$1.13M +$656K +2,893 +166%
BCM
781
Boltwood Capital Management
California
$1.13M -$84.9K -374 -7%
QWM
782
Quadcap Wealth Management
Texas
$1.12M -$30.2K -133 -3%
LIM
783
Leavell Investment Management
Alabama
$1.11M -$14.5K -64 -1%
QPWM
784
Quadrant Private Wealth Management
Pennsylvania
$1.11M -$11.8K -52 -1%
PWMAG
785
Pinnacle Wealth Management Advisory Group
New Jersey
$1.1M +$10.7K +47 +1%
JSW
786
Journey Strategic Wealth
New Jersey
$1.1M +$32K +141 +3%
BOTPPF
787
Board of the Pension Protection Fund
United Kingdom
$1.1M +$227K +1,000 +29%
1M
788
1248 Management
Missouri
$1.08M -$150K -663 -13%
PWPS
789
Pinnacle Wealth Planning Services
Ohio
$1.08M -$9.53K -42 -0.9%
TCBWMS
790
Texas Capital Bank Wealth Management Services
Texas
$1.08M +$268K +1,181 +36%
CBUSF
791
Construction & Building Unions Superannuation Fund
Australia
$1.07M +$998K +4,400 New
TCOT
792
Trust Company of Toledo
Ohio
$1.07M -$22.9K -101 -2%
IWC
793
Integrated Wealth Concepts
Massachusetts
$1.06M -$136K -599 -12%
FFO
794
Fiduciary Family Office
Florida
$1.06M +$985K +4,341 New
SMA
795
Sage Mountain Advisors
Georgia
$1.06M +$198K +874 +25%
CCG
796
Ceeto Capital Group
Florida
$1.05M +$227K +1,000 +30%
ACM
797
Advance Capital Management
Michigan
$1.05M +$1.81K +8 +0.2%
WA
798
Waverly Advisors
Alabama
$1.04M -$64.9K -286 -6%
LCWP
799
Legacy Capital Wealth Partners
Arkansas
$1.03M -$103K -453 -10%
FIA
800
Foundations Investment Advisors
Arizona
$1.03M +$261K +1,150 +38%

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.