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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
MW
1201
Members Wealth
Pennsylvania
$303K -$59.2K -261 -17%
SIA
1202
Soltis Investment Advisors
Utah
$303K +$20K +88 +8%
SG
1203
StoneX Group
New York
$302K +$9.76K +43 +4%
SCP
1204
Sivia Capital Partners
California
$302K +$21.8K +96 +8%
BI
1205
Ballast Inc
Kentucky
$300K
OIS
1206
OneAscent Investment Solutions
Alabama
$300K +$279K +1,230 New
GBT
1207
Grove Bank & Trust
Florida
$300K
SMG
1208
Smart Money Group
Texas
$300K -$5.67K -25 -2%
DWP
1209
Daymark Wealth Partners
Ohio
$299K -$132K -582 -32%
SLG
1210
Stanley-Laman Group
Pennsylvania
$298K +$277K +1,220 New
AWE
1211
Avidian Wealth Enterprises
Texas
$298K +$28.1K +124 +11%
PL
1212
Parthenon LLC
Kentucky
$296K
NED
1213
Nancy E. Dempze
$295K -$22.7K -100 -8%
SIM
1214
Stratos Investment Management
Ohio
$295K -$66K -291 -19%
FNT
1215
First Nebraska Trust
Nebraska
$294K
TWP
1216
Tyche Wealth Partners
Texas
$294K -$79.4K -350 -23%
BW
1217
Blalock Williams
Alabama
$294K +$273K +1,203 New
DWAM
1218
Duncan Williams Asset Management
Tennessee
$293K -$3.4K -15 -1%
GFL
1219
Granite FO LLC
New Hampshire
$293K
PFA
1220
Pathway Financial Advisors
Vermont
$293K
PL
1221
Perpetual Ltd
Australia
$293K
MPPW
1222
Mitchell & Pahl Private Wealth
Oklahoma
$291K -$47K -207 -15%
BFWA
1223
Benchmark Financial Wealth Advisors
Florida
$290K -$14.7K -65 -5%
NCM
1224
Northside Capital Management
Oregon
$289K
SB
1225
Sunflower Bank
Texas
$289K +$681 +3 +0.3%

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.