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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
951
Aberdeen Wealth Management
Illinois
$594K
GLA
952
Great Lakes Advisors
Illinois
$590K +$53.1K +234 +11%
ACM
953
Advisors Capital Management
New Jersey
$590K +$51K +225 +10%
SL
954
SWMG LLC
Texas
$589K -$5.45K -24 -0.9%
GFP
955
Gryphon Financial Partners
Ohio
$583K +$91.7K +404 +20%
FCG
956
Fielder Capital Group
Tennessee
$582K +$14.7K +65 +3%
AIM
957
Advyzon Investment Management
Illinois
$582K +$285K +1,256 +111%
PMSA
958
Patrick M. Sweeney & Associates
Illinois
$578K
PIA
959
Powell Investment Advisors
Florida
$576K
PI
960
PFG Investments
New York
$575K +$71.7K +316 +15%
DOA
961
D'Orazio & Associates
Virginia
$572K +$2.5K +11 +0.5%
SWM
962
Stockman Wealth Management
Montana
$572K -$3.4K -15 -0.6%
LFA
963
Legacy Financial Advisors
Kentucky
$572K +$5.9K +26 +1%
WS
964
Wela Strategies
Georgia
$567K +$528K +2,325 New
OCBCO
965
Oversea-Chinese Banking Corp (OCBC)
Singapore
$567K -$486K -2,140 -48%
IWM
966
IHT Wealth Management
Illinois
$563K +$10.4K +46 +2%
KP
967
Keel Point
Alabama
$559K +$126K +554 +32%
NWMG
968
National Wealth Management Group
Ohio
$558K +$518K +2,285 New
AA
969
Alta Advisers
United Kingdom
$556K +$159K +700 +44%
BAM
970
Berkshire Asset Management
Pennsylvania
$550K +$124K +545 +29%
SPC
971
Sigma Planning Corp
Michigan
$550K -$16.3K -72 -3%
IA
972
Intellus Advisors
Florida
$547K +$238K +1,050 +88%
LFM
973
LGT Fund Management
Liechtenstein
$547K
GS
974
GTS Securities
New York
$546K -$775K -3,418 -60%
AF
975
Atala Financial
California
$537K

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.