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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
SCM
1076
SCS Capital Management
Massachusetts
$404K +$376K +1,657 New
MWA
1077
Meridian Wealth Advisors
Texas
$402K +$681 +3 +0.2%
TPW
1078
Talon Private Wealth
Florida
$401K -$14.5K -64 -4%
BA
1079
Bellwether Advisors
Nebraska
$394K -$5.02M -22,112 -93%
LJHT
1080
Laurie J. Hall Trustee
$393K -$56.7K -250 -13%
MSFP
1081
Mark Sheptoff Financial Planning
Connecticut
$393K
TWA
1082
TCI Wealth Advisors
Arizona
$392K +$4.54K +20 +1%
PHAM
1083
Palisades Hudson Asset Management
Florida
$392K
SAI
1084
Savvy Advisors Inc
New York
$391K +$7.71K +34 +2%
SI
1085
Sava Infond
Slovenia
$390K -$363K -1,600 -50%
PWAM
1086
Private Wealth Asset Management
Iowa
$390K +$363K +1,599 New
CPIG
1087
Chicago Partners Investment Group
Illinois
$388K -$33.4K -147 -8%
CAM
1088
Carret Asset Management
New York
$388K
LGWM
1089
Litman Gregory Wealth Management
California
$388K -$47.9K -211 -12%
TTWM
1090
TCV Trust & Wealth Management
Virginia
$387K
CM
1091
Capital Management
Virginia
$386K
DA
1092
Detalus Advisors
Missouri
$386K +$8.85K +39 +3%
AWM
1093
Angeles Wealth Management
California
$385K +$33.8K +149 +10%
OF
1094
Optimize Financial
California
$384K +$357K +1,573 New
AC
1095
AXQ Capital
New Jersey
$383K -$1.04M -4,567 -74%
B
1096
Bailard
California
$383K +$227 +1 +0.1%
RBC
1097
Roble Belko & Company
Pennsylvania
$382K -$78K -344 -18%
VA
1098
VestGen Advisors
Illinois
$378K +$352K +1,550 New
VC
1099
Veracity Capital
Georgia
$378K +$3.4K +15 +1%
DMBA
1100
Deseret Mutual Benefit Administrators
Utah
$378K +$11.6K +51 +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.