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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
FAFN
1126
First Affirmative Financial Network
Colorado
$353K -$46.3K -204 -12%
VCA
1127
Verdence Capital Advisors
Maryland
$352K +$13.6K +60 +4%
MPM
1128
MBB Public Markets
Illinois
$351K +$327K +1,440 New
BI
1129
Bolthouse Investments
California
$350K
BCG
1130
Breakwater Capital Group
New Jersey
$350K -$9.98K -44 -3%
BONH
1131
Bank of New Hampshire
New Hampshire
$350K
PP
1132
PFS Partners
New Jersey
$350K
AC
1133
ASB Consultores
Florida
$350K -$232K -1,022 -42%
MCCP
1134
Mission Creek Capital Partners
California
$350K
SIM
1135
Sentry Investment Management
Wisconsin
$349K -$106K -466 -23%
SIM
1136
Synergy Investment Management
Florida
$348K -$227 -1 -0.1%
DI
1137
Diligent Investors
California
$348K
JIC
1138
Joel Isaacson & Co
New York
$347K
RL
1139
Retireful LLC
Michigan
$347K +$325K +1,432 New
MLRA
1140
Main Line Retirement Advisors
Montana
$346K +$227 +1 +0.1%
EHC
1141
Everett Harris & Co
California
$345K
FDCP
1142
Foster Dykema Cabot & Partners
Massachusetts
$342K
AAS
1143
Ameritas Advisory Services
Nebraska
$342K +$19.3K +85 +6%
CWP
1144
Capital Wealth Planning
Florida
$342K
ESB
1145
Essex Savings Bank
Connecticut
$342K -$3.86K -17 -1%
SGWM
1146
Sterling Group Wealth Management
California
$341K
SFS
1147
Stiles Financial Services
Minnesota
$341K +$7.03K +31 +2%
KFC
1148
Klingenstein Fields & Co
New York
$340K +$5.67K +25 +2%
PCM
1149
Pointe Capital Management
Michigan
$340K
CH
1150
Cromwell Holdings
Wyoming
$339K

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.