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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
MSCM
1001
McElhenny Sheffield Capital Management
Texas
$502K +$467K +2,059 New
CAC
1002
Core Alternative Capital
Georgia
$497K -$4.31K -19 -0.9%
MIM
1003
Merrion Investment Management
New Jersey
$496K
OL
1004
Optas LLC
Texas
$494K -$9.98K -44 -2%
ACM
1005
Andina Capital Management
Utah
$494K +$459K +2,025 New
HFM
1006
Harvest Fund Management
China
$494K +$148K +654 +48%
PFA
1007
Pure Financial Advisors
California
$493K +$105K +462 +30%
EA
1008
Everpar Advisors
Oklahoma
$492K -$37.4K -165 -8%
OFO
1009
OneAscent Family Office
Alabama
$492K +$458K +2,018 New
SWP
1010
Stratos Wealth Partners
Ohio
$490K -$238K -1,050 -34%
KCM
1011
Kornitzer Capital Management
Kansas
$488K
SCI
1012
S&CO Inc
Massachusetts
$488K
ECM
1013
Evergreen Capital Management
Washington
$488K +$36.1K +159 +9%
FMLI
1014
Fukoku Mutual Life Insurance
Japan
$484K
KCM
1015
Kanawha Capital Management
Virginia
$478K
WCM
1016
Wallace Capital Management
Texas
$478K
AWM
1017
Avior Wealth Management
Nebraska
$477K +$681 +3 +0.2%
GWA
1018
Gratus Wealth Advisors
Virginia
$475K -$25.9K -114 -6%
CFG
1019
CKW Financial Group
Hawaii
$474K +$681 +3 +0.2%
PA
1020
Prossimo Advisors
California
$473K +$6.58K +29 +2%
OCG
1021
Opus Capital Group
Ohio
$470K +$10.9K +48 +3%
EW
1022
Evoke Wealth
California
$469K +$61K +269 +16%
TL
1023
Tradewinds LLC
North Carolina
$468K -$13.6K -60 -3%
WCA
1024
Westover Capital Advisors
Delaware
$459K +$8.62K +38 +2%
APW
1025
Acima Private Wealth
Virginia
$459K

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.