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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
GT
851
Glenview Trust
Kentucky
$858K +$247K +1,088 +45%
AWM
852
AE Wealth Management
Kansas
$857K +$115K +506 +17%
MAM
853
MMA Asset Management
Pennsylvania
$855K
BWM
854
Buckley Wealth Management
Nevada
$854K +$2.95K +13 +0.4%
NCM
855
Noesis Capital Mangement
Florida
$854K
T
856
TrueFG
Texas
$854K
LFAS
857
Level Four Advisory Services
Texas
$854K +$454 +2 +0.1%
TWM
858
Thrive Wealth Management
Pennsylvania
$839K +$73.1K +322 +10%
CAMG
859
CWA Asset Management Group
Florida
$838K +$47.6K +210 +7%
AF
860
Allworth Financial
California
$837K -$17K -75 -2%
Balyasny Asset Management
861
Balyasny Asset Management
Illinois
$831K -$1.65M -7,270 -68%
EFS
862
Essex Financial Services
Connecticut
$829K -$702K -3,094 -48%
HCM
863
Hutchinson Capital Management
California
$828K -$62.4K -275 -7%
PCA
864
Pallas Capital Advisors
Massachusetts
$816K +$390K +1,717 +106%
LS
865
Livforsakringsbolaget Skandia
Sweden
$814K
PW
866
PUREfi Wealth
Massachusetts
$811K +$392K +1,726 +108%
QC
867
Quadrature Capital
United Kingdom
$809K +$753K +3,317 New
MTIC
868
Missouri Trust & Investment Company
Missouri
$808K -$92.3K -407 -11%
WJWM
869
Williams Jones Wealth Management
New York
$806K -$95.7K -422 -11%
SA
870
SRN Advisors
Pennsylvania
$804K -$23.1K -102 -3%
WPIC
871
White Pine Investment Company
Michigan
$804K -$101K -445 -12%
AWA
872
Aaron Wealth Advisors
Illinois
$802K +$54.2K +239 +8%
PCP
873
Proficio Capital Partners
Massachusetts
$796K +$4.08K +18 +0.6%
NO
874
Ninety One
South Africa
$795K +$738K +3,254 New
CIC
875
Chilton Investment Company
Connecticut
$795K +$8.39K +37 +1%

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.