We are live on ! Find out more
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
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$208M -$34.5M -152,071 -15%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$207M -$1.92M -8,441 -1%
Principal Financial Group
78
Principal Financial Group
Iowa
$205M +$817K +3,600 +0.4%
AIM
79
Alphinity Investment Management
Australia
$202M -$363M -1,600,289 -66%
D.E. Shaw & Co
80
D.E. Shaw & Co
New York
$197M +$105M +461,843 +134%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$196M +$3.64M +16,022 +2%
MBI
82
Montrusco Bolton Investments
Quebec, Canada
$195M +$16.3M +71,820 +10%
Nordea Investment Management
83
Nordea Investment Management
Sweden
$190M -$21M -92,522 -11%
RG
84
Rathbones Group
United Kingdom
$188M +$26.1M +114,817 +18%
CGPCS
85
Capital Group Private Client Services
California
$187M -$5.84M -25,745 -3%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$183M -$53M -233,583 -24%
MG
87
Markel Group
Virginia
$181M +$1.82M +8,000 +1%
Mackenzie Financial
88
Mackenzie Financial
Ontario, Canada
$178M -$8.8M -38,799 -5%
EIP
89
Epoch Investment Partners
New York
$176M +$33.3M +146,644 +26%
Lord, Abbett & Co
90
Lord, Abbett & Co
New Jersey
$163M
AssetMark Inc
91
AssetMark Inc
California
$161M -$2.03M -8,962 -1%
Swedbank
92
Swedbank
Sweden
$159M +$84.4M +371,870 +133%
Prudential Financial
93
Prudential Financial
New Jersey
$156M +$34.8M +153,385 +32%
Universal-Beteiligungs- und Servicegesellschaft
94
Universal-Beteiligungs- und Servicegesellschaft
Germany
$154M +$16.3M +71,829 +13%
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
$153M -$9.52M -41,969 -6%
Renaissance Technologies
96
Renaissance Technologies
New York
$151M +$26.3M +115,900 +23%
WorldQuant Millennium Advisors
97
WorldQuant Millennium Advisors
New York
$147M -$2.85M -12,570 -2%
CIM
98
CCLA Investment Management
United Kingdom
$147M +$12M +52,827 +10%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$145M +$1.79M +7,910 +1%
Citigroup
100
Citigroup
New York
$140M +$55.2M +243,329 +73%

MRSH Hedge Fund Activity: Q1 2025 in Review

1,622 of the 7,457 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.