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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
NB
901
Nicolet Bankshares
Wisconsin
$738K -$368K -1,624 -35%
IC
902
Iconiq Capital
California
$735K +$60.6K +267 +10%
DIM
903
Delta Investment Management
California
$734K -$15.9K -70 -2%
NAS
904
Nicolet Advisory Services
Wisconsin
$733K -$20.2K -89 -3%
EH
905
Equitable Holdings
New York
$732K +$102K +450 +18%
AC
906
Avestar Capital
New York
$729K +$43.1K +190 +7%
DWM
907
Dogwood Wealth Management
Kansas
$719K +$81.5K +359 +14%
AWM
908
Aprio Wealth Management
Georgia
$719K +$137K +602 +26%
GAM
909
Groupama Asset Management
France
$718K +$382K +1,682 +132%
PFS
910
Prospera Financial Services
Texas
$708K +$76.5K +337 +13%
MCM
911
McRae Capital Management
New Jersey
$708K
SQA
912
Simon Quick Advisors
New Jersey
$707K +$150K +660 +29%
CAM
913
Chesapeake Asset Management
New York
$702K +$121K +533 +23%
SG
914
Strid Group
Pennsylvania
$701K
AP
915
Adero Partners
California
$699K +$12.7K +56 +2%
KA
916
Kearns & Associates
California
$698K
FA
917
Faithward Advisors
Pennsylvania
$696K +$16.8K +74 +3%
AWA
918
Archvest Wealth Advisors
California
$693K
MLA
919
My Legacy Advisors
Oregon
$688K +$7.49K +33 +1%
PCH
920
PGIM Custom Harvest
New Jersey
$686K -$65.6K -289 -9%
JHP
921
James Hambro & Partners
United Kingdom
$686K
MWM
922
Meritas Wealth Management
California
$685K
SPC
923
Spirepoint Private Client
Florida
$684K -$908 -4 -0.1%
MCM
924
Mattern Capital Management
Colorado
$675K +$52.9K +233 +9%
HCM
925
Howard Capital Management
Georgia
$672K -$78.3K -345 -11%

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.