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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
RMCM
1051
Reynders McVeigh Capital Management
Massachusetts
$432K -$11.3K -50 -3%
SWA
1052
Stratos Wealth Advisors
Ohio
$432K +$18.8K +83 +5%
ML
1053
Mayport LLC
Massachusetts
$431K
TW
1054
TritonPoint Wealth
Maryland
$429K +$19.1K +84 +5%
MSFS
1055
Main Street Financial Solutions
Pennsylvania
$429K +$166K +732 +71%
NPF
1056
Norris Perne & French
Michigan
$429K -$10.4K -46 -3%
CWM
1057
Cahaba Wealth Management
Georgia
$428K
WPW
1058
Waldron Private Wealth
Pennsylvania
$425K -$307K -1,355 -44%
MC
1059
Moors & Cabot
Massachusetts
$424K +$10.9K +48 +3%
SWM
1060
SeaCrest Wealth Management
New York
$424K -$51.7K -228 -12%
JWCA
1061
J.W. Cole Advisors
Florida
$421K +$52.6K +232 +16%
CCP
1062
Clarkston Capital Partners
Michigan
$421K
SWA
1063
SOA Wealth Advisors
New York
$418K +$454 +2 +0.1%
DWA
1064
Douglass Winthrop Advisors
New York
$417K
MA
1065
MCF Advisors
Kentucky
$416K -$8.85K -39 -2%
AAMC
1066
Asset Allocation & Management Company
Illinois
$415K
JAG
1067
Journey Advisory Group
Kentucky
$415K -$49.9K -220 -11%
JFL
1068
Jarislowsky, Fraser Ltd
Quebec, Canada
$415K
IP
1069
Investment Partners
Ohio
$412K +$1.36K +6 +0.4%
Koshinski Asset Management
1070
Koshinski Asset Management
Illinois
$412K +$6.81K +30 +2%
RW
1071
RVW Wealth
California
$410K +$381K +1,681 New
LFG
1072
Lockerman Financial Group
California
$409K -$1.81K -8 -0.5%
FWA
1073
FSM Wealth Advisors
Ohio
$408K +$39.7K +175 +12%
KC
1074
Kinloch Capital
Virginia
$408K
CA
1075
Claro Advisors
Massachusetts
$407K +$56K +247 +17%

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.