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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
AWM
826
Aries Wealth Management
Maine
$936K -$400K -1,762 -31%
GCA
827
Genesee Capital Advisors
New York
$934K +$75.3K +332 +10%
AFG
828
Atomi Financial Group
New York
$929K +$117K +517 +16%
FRA
829
Frank Rimerman Advisors
California
$926K +$46.5K +205 +6%
BEAM
830
Baker Ellis Asset Management
Washington
$924K +$327K +1,440 +61%
CSPIA
831
Cary Street Partners Investment Advisory
Virginia
$923K +$95.7K +422 +13%
FB
832
Fulton Bank
Pennsylvania
$922K -$3.4K -15 -0.4%
AFP
833
Ausdal Financial Partners
Iowa
$919K +$44.7K +197 +6%
MGIA
834
Matthew Goff Investment Advisor
Texas
$918K +$2.72K +12 +0.3%
V
835
VeraBank
Texas
$915K +$908 +4 +0.1%
SRWM
836
Shira Ridge Wealth Management
California
$907K -$681 -3 -0.1%
GL
837
Graypoint LLC
New York
$899K +$32.4K +143 +4%
FFS
838
Founders Financial Securities
Maryland
$899K +$118K +520 +15%
PCS
839
Personal CFO Solutions
New Jersey
$898K +$3.86K +17 +0.5%
ATS
840
Ashton Thomas Securities
New York
$895K +$8.85K +39 +1%
QWP
841
Quotient Wealth Partners
Texas
$885K -$29.9K -132 -4%
CIM
842
Contravisory Investment Management
Massachusetts
$883K -$8.11M -35,765 -91%
CT
843
Caldwell Trust
Florida
$882K
WBC
844
Westpac Banking Corp
Australia
$882K -$173K -763 -17%
MM
845
MQS Management
New York
$882K +$820K +3,613 New
VIP
846
Vista Investment Partners
Oklahoma
$879K
SIA
847
Schechter Investment Advisors
Michigan
$876K -$85.3K -376 -9%
SB
848
Strategic Blueprint
Georgia
$874K -$78.5K -346 -9%
WANY
849
Wealthspire Advisors (New York)
New York
$863K +$34.7K +153 +5%
RF
850
Rossby Financial
Florida
$859K +$115K +509 +15%

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.