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
CAG
801
Csenge Advisory Group
Florida
$1.02M -$12.7K -56 -1%
TPA
802
Trivium Point Advisory
Connecticut
$1.02M +$73.7K +325 +8%
NP
803
Nilsine Partners
Colorado
$1.02M -$18.8K -83 -2%
ECM
804
ExodusPoint Capital Management
New York
$1M +$590K +2,600 +172%
WWM
805
Western Wealth Management
Colorado
$998K -$39.9K -176 -4%
CBA
806
Coastal Bridge Advisors
Connecticut
$997K +$927K +4,084 New
GAG
807
GM Advisory Group
New York
$996K +$2.72K +12 +0.3%
FCI
808
Financial Counselors Inc
Kansas
$994K +$263K +1,160 +40%
AUB
809
Atlantic Union Bankshares
Virginia
$990K +$6.81K +30 +0.7%
TTIC
810
Tower Trust & Investment Company
Iowa
$988K +$994K +4,382 New
ANTB
811
AMG National Trust Bank
Colorado
$986K +$43.1K +190 +5%
SWA
812
SFMG Wealth Advisors
Texas
$985K +$15.2K +67 +2%
WWA
813
Wingate Wealth Advisors
Massachusetts
$981K
SFS
814
Sowell Financial Services
Arkansas
$977K +$908K +4,004 New
KWA
815
Kondo Wealth Advisors
California
$970K -$84.2K -371 -9%
GWM
816
Geneos Wealth Management
Colorado
$967K +$147K +648 +49%
ML
817
McAdam LLC
Pennsylvania
$963K +$10.7K +47 +1%
ACM
818
Allred Capital Management
Texas
$963K -$8.85K -39 -1%
NWAG
819
Net Worth Advisory Group
Utah
$962K +$192K +847 +27%
EIM
820
Essex Investment Management
Massachusetts
$960K -$75.8K -334 -8%
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$958K +$28.4K +125 +3%
FFA
822
Farther Finance Advisors
California
$955K -$50.4K -222 -5%
NC
823
Napatree Capital
Rhode Island
$954K +$39.3K +173 +5%
PGWM
824
Parisi Gray Wealth Management
New Jersey
$947K +$881K +3,881 New
SI
825
Stephens Inc
Arkansas
$941K +$29.7K +131 +4%

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.