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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
AW
1151
Alteri Wealth
California
$339K -$46.7K -206 -13%
NAAA
1152
New Age Alpha Advisors
New York
$338K -$53.8K -237 -15%
RCP
1153
Rothschild Capital Partners
New York
$337K
OWP
1154
ORG Wealth Partners
Texas
$334K +$311K +1,369 New
SEIA
1155
Signature Estate & Investment Advisors
California
$332K +$4.76K +21 +2%
CT
1156
Colonial Trust
South Carolina
$331K +$4.76K +21 +2%
MW
1157
Marcum Wealth
Ohio
$331K -$1.13K -5 -0.4%
LAS
1158
Legacy Advisory Services
Pennsylvania
$330K +$908 +4 +0.3%
RHJA
1159
Rice Hall James & Associates
California
$329K
VCP
1160
Verus Capital Partners
Arizona
$328K -$7.03K -31 -2%
BIAS
1161
Beacon Investment Advisory Services
New Jersey
$328K +$37.9K +167 +14%
FMII
1162
Farmers & Merchants Investments Inc
Nebraska
$327K
HWA
1163
HCR Wealth Advisors
California
$327K
FH
1164
FWG Holdings
Florida
$325K +$227 +1 +0.1%
RWM
1165
Revisor Wealth Management
Ohio
$324K +$302K +1,329 New
MEG
1166
Millstone Evans Group
Colorado
$323K
HCM
1167
Hollencrest Capital Management
California
$323K -$6.81K -30 -2%
BB
1168
Busey Bank
Illinois
$322K +$12K +53 +4%
PIP
1169
Peachtree Investment Partners
Florida
$321K +$298K +1,315 New
IAIM
1170
International Assets Investment Management
Florida
$320K -$126K -556 -30%
TWM
1171
Trueblood Wealth Management
Ohio
$320K +$58.3K +257 +24%
RA
1172
RFG Advisory
Alabama
$319K -$9.07K -40 -3%
OL
1173
OneFund LLC
Florida
$318K +$227 +1 +0.1%
GPW
1174
Genesis Private Wealth
Virginia
$315K +$16.8K +74 +6%
FOA
1175
Five Oceans Advisors
California
$315K +$454 +2 +0.2%

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.