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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
AT
926
Avalon Trust
New Mexico
$662K
CCA
927
Coign Capital Advisors
Utah
$662K -$4.76K -21 -0.8%
WPW
928
Warther Private Wealth
Ohio
$659K -$9.07K -40 -1%
PPWP
929
Premier Path Wealth Partners
New Jersey
$650K +$1.13K +5 +0.2%
SSWM
930
Smith Salley Wealth Management
North Carolina
$646K +$122K +538 +25%
AWA
931
Amplius Wealth Advisors
Pennsylvania
$645K +$1.13K +5 +0.2%
CAI
932
Capital Advisors Inc
Oklahoma
$645K -$2.72K -12 -0.5%
4WM
933
44 Wealth Management
Oregon
$642K -$26.5K -117 -4%
BRM
934
Boston Research & Management
Massachusetts
$639K
OIAM
935
OFI Invest Asset Management
France
$639K +$53.5K +236 +9%
PA
936
Procyon Advisors
Connecticut
$631K +$14.7K +65 +3%
TA
937
TFB Advisors
Kansas
$631K +$2.27K +10 +0.4%
CWM
938
C2C Wealth Management
Arizona
$630K
DFG
939
Delta Financial Group
New Jersey
$625K -$9.53K -42 -2%
WKWM
940
Walter & Keenan Wealth Management
Indiana
$620K +$26.5K +117 +5%
TCM
941
Tuttle Capital Management
Connecticut
$617K +$164K +724 +40%
IA
942
IFC Advisors
California
$614K +$571K +2,518 New
Wolverine Trading
943
Wolverine Trading
Illinois
$614K +$575K +2,533 New
BCB
944
Brian C. Broderick
$610K
MA
945
Montag & Associates
Georgia
$604K -$73.7K -325 -12%
LGF
946
LGT Group Foundation
Liechtenstein
$603K -$203K -893 -27%
EHWM
947
Eads & Heald Wealth Management
Georgia
$600K +$7.94K +35 +1%
SWAG
948
Spectrum Wealth Advisory Group
California
$600K
FWM
949
Foguth Wealth Management
Michigan
$599K +$557K +2,454 New
SAW
950
Signal Advisors Wealth
Michigan
$597K +$555K +2,448 New

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.