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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
AFT
1101
Alpha Family Trust
California
$377K +$123K +540 +54%
PFBT
1102
Parkside Financial Bank & Trust
Missouri
$375K +$58.5K +258 +20%
SW
1103
SlateStone Wealth
Florida
$374K +$454 +2 +0.1%
JWWM
1104
Johnson & White Wealth Management
Pennsylvania
$371K +$1.13K +5 +0.3%
NFC
1105
Northeast Financial Consultants
Connecticut
$369K
LC
1106
Lindbrook Capital
California
$369K +$9.98K +44 +3%
CTC
1107
Central Trust Company
Missouri
$369K -$14.7K -65 -4%
RPC
1108
Rossmore Private Capital
Connecticut
$368K +$50.6K +223 +17%
ACC
1109
Acorn Creek Capital
Colorado
$368K -$18.4K -81 -5%
UB
1110
Umpqua Bank
Oregon
$368K +$17.7K +78 +5%
RCAG
1111
Rehmann Capital Advisory Group
Michigan
$368K +$15.9K +70 +5%
YIM
1112
Yoffe Investment Management
Pennsylvania
$366K
CA
1113
Continuum Advisory
Idaho
$366K +$29.5K +130 +10%
FFP
1114
FourThought Financial Partners
Florida
$363K -$21.1K -93 -6%
DJSG
1115
D.J. St. Germain
Massachusetts
$362K +$166K +733 +97%
DWM
1116
Drive Wealth Management
Utah
$362K +$5.45K +24 +2%
APW
1117
Austin Private Wealth
Texas
$362K +$5.67K +25 +2%
NFG
1118
Nations Financial Group
Iowa
$361K -$229K -1,009 -41%
TM
1119
TigerOak Management
New Mexico
$361K -$16.6K -73 -5%
RCA
1120
Resonant Capital Advisors
Wisconsin
$360K +$49.5K +218 +17%
WCM
1121
WealthBridge Capital Management
Ohio
$360K +$7.49K +33 +2%
PWMG
1122
Prestige Wealth Management Group
New Jersey
$357K +$4.54K +20 +1%
RSWM
1123
Robertson Stephens Wealth Management
California
$355K +$330K +1,454 New
Fayez Sarofim & Co
1124
Fayez Sarofim & Co
Texas
$354K
MPI
1125
Mairs & Power Inc
Minnesota
$354K +$17K +75 +5%

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.