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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
ACM
1026
Aster Capital Management
United Arab Emirates
$457K +$94.6K +417 +28%
CA
1027
Cornerstone Advisory
Maryland
$456K +$68.5K +302 +18%
CI
1028
Corient IA
Florida
$454K +$422K +1,860 New
GWANC
1029
Guardian Wealth Advisors (North Carolina)
North Carolina
$453K +$20K +88 +5%
DAS
1030
Dynamic Advisor Solutions
Arizona
$453K +$23.6K +104 +6%
WCWM
1031
Willow Creek Wealth Management
California
$452K +$1.13K +5 +0.3%
HWMO
1032
Heritage Wealth Management (Ohio)
Ohio
$452K
PDL
1033
Portfolio Design Labs
California
$451K +$164K +721 +64%
CCG
1034
Cypress Capital Group
Florida
$451K +$192K +848 +85%
GC
1035
Gilbert & Cook
Iowa
$450K
GIA
1036
Gladstone Institutional Advisory
Florida
$450K -$41.5K -183 -9%
CFP
1037
Catalyst Financial Partners
Massachusetts
$449K +$26.8K +118 +7%
RFN
1038
RDA Financial Network
Iowa
$449K +$15.2K +67 +4%
RIL
1039
Rothschild Investment LLC
Illinois
$449K +$14.5K +64 +4%
LWP
1040
LeClair Wealth Partners
Ohio
$444K
TPI
1041
Trust Point Inc
Wisconsin
$444K -$269K -1,184 -39%
UFF
1042
USA Financial Formulas
Michigan
$441K +$185K +816 +82%
TC
1043
TFR Capital
Texas
$441K +$410K +1,809 New
AWA
1044
AGH Wealth Advisors
Kansas
$440K -$15.2K -67 -4%
PVI
1045
Pine Valley Investments
New Jersey
$439K -$40.6K -179 -9%
DA
1046
Dillon & Associates
Michigan
$439K
RMDI
1047
R.M. Davis Inc
Maine
$439K +$40.8K +180 +11%
NFC
1048
Northstar Financial Companies
Pennsylvania
$436K
EL
1049
EWA LLC
Pennsylvania
$435K +$8.62K +38 +2%
NHT
1050
New Hampshire Trust
New Hampshire
$434K

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.