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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
PIM
976
Penobscot Investment Management
Massachusetts
$535K -$44.9K -198 -8%
FAIM
977
Financial Advocates Investment Management
Washington
$535K -$14.1K -62 -3%
EFA
978
Evernest Financial Advisors
Indiana
$531K
PCM
979
Parsons Capital Management
Rhode Island
$530K +$1.59K +7 +0.3%
GLA
980
Good Life Advisors
Pennsylvania
$530K -$4.99K -22 -1%
MG
981
Mather Group
Illinois
$530K -$12.3K -54 -2%
Fisher Asset Management
982
Fisher Asset Management
Washington
$529K +$39.7K +175 +9%
AIP
983
ARS Investment Partners
New York
$526K
KIG
984
Kessler Investment Group
Indiana
$524K -$43.1K -190 -8%
CBB
985
Citizens Business Bank
California
$524K
MWM
986
Modera Wealth Management
New Jersey
$521K +$56.7K +250 +13%
WFA
987
WestHill Financial Advisors
California
$520K -$2.27K -10 -0.5%
MFA
988
Mayflower Financial Advisors
Massachusetts
$520K +$8.17K +36 +2%
EB
989
Eastern Bank
Massachusetts
$519K +$59.9K +264 +14%
TBA
990
Tower Bridge Advisors
Pennsylvania
$518K -$1.36K -6 -0.3%
HCP
991
Hexagon Capital Partners
Arkansas
$518K +$53.3K +235 +12%
CWC
992
Carolinas Wealth Consulting
North Carolina
$517K +$2.72K +12 +0.6%
SHWM
993
Smith & Howard Wealth Management
Georgia
$512K
TWA
994
Talisman Wealth Advisors
New Jersey
$512K -$21.8K -96 -4%
CCWM
995
Cassaday & Co Wealth Management
Virginia
$512K
BCM
996
Brookstone Capital Management
Illinois
$511K +$8.39K +37 +2%
CAM
997
Congress Asset Management
Massachusetts
$509K
LAM
998
L2 Asset Management
Massachusetts
$507K +$40.4K +178 +9%
YIH
999
Y-Intercept (HK)
Hong Kong
$506K +$470K +2,073 New
CG
1000
Cynosure Group
Utah
$504K +$13.4K +59 +3%

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.