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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
TCMP
1176
Thrive Capital Management (Pennsylvania)
Pennsylvania
$314K +$292K +1,289 New
TCOV
1177
Trust Company of Vermont
Vermont
$313K +$4.76K +21 +2%
CWG
1178
Cornerstone Wealth Group
North Carolina
$313K +$1.81K +8 +0.6%
VC
1179
Vestor Capital
Illinois
$313K -$2.27K -10 -0.8%
BBA
1180
Braun-Bostich & Associates
Pennsylvania
$313K +$15.2K +67 +6%
IAS
1181
Insigneo Advisory Services
Florida
$312K +$18.6K +82 +7%
NPA
1182
Nichols & Pratt Advisers
Massachusetts
$312K
EC
1183
EntryPoint Capital
New York
$312K +$290K +1,277 New
IP
1184
Ignite Planners
California
$312K +$23.6K +104 +8%
PWG
1185
Portside Wealth Group
Utah
$311K +$289K +1,275 New
GKWIM
1186
Gerber Kawasaki Wealth & Investment Management
California
$311K +$2.72K +12 +1%
JCM
1187
Jacobi Capital Management
Pennsylvania
$310K +$40.4K +178 +16%
GM
1188
GeoWealth Management
Illinois
$310K -$258K -1,137 -47%
EFM
1189
E Fund Management
China
$308K +$10.7K +47 +4%
NEPPG
1190
New England Professional Planning Group
Rhode Island
$308K
VCM
1191
Versant Capital Management
Arizona
$307K +$117K +517 +70%
VIA
1192
Victrix Investment Advisors
Florida
$307K -$3.4K -15 -1%
YIA
1193
YHB Investment Advisors
Connecticut
$307K -$19.1K -84 -6%
GVAG
1194
Great Valley Advisor Group
Delaware
$306K -$11.6K -51 -4%
TFCP
1195
Twin Focus Capital Partners
Massachusetts
$306K
HI
1196
Harbour Investments
Wisconsin
$306K +$9.98K +44 +4%
CPA
1197
Court Place Advisors
Maryland
$305K +$10.9K +48 +4%
ONB
1198
Old National Bancorp
Indiana
$305K +$283K +1,248 New
SAG
1199
SageView Advisory Group
California
$304K +$3.63K +16 +1%
WMA
1200
Wealth Management Associates
New Jersey
$304K

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.