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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
IC
1226
Inscription Capital
Texas
$287K +$317K +1,395 New
MWM
1227
Modern Wealth Management
Kansas
$287K +$267K +1,175 New
PSP
1228
Principal Street Partners
Tennessee
$286K +$11.8K +52 +5%
TIA
1229
Trust Investment Advisors
Indiana
$286K +$266K +1,171 New
NAM
1230
NorthCrest Asset Manangement
Minnesota
$285K +$265K +1,170 New
FHA
1231
Flagship Harbor Advisors
Massachusetts
$281K -$79.4K -350 -23%
TSWM
1232
Tyler-Stone Wealth Management
Ohio
$280K -$52.6K -232 -17%
CCA
1233
Childress Capital Advisors
Texas
$279K +$28.4K +125 +12%
RPSA
1234
Richard P. Slaughter Associates
Texas
$278K
UW
1235
Unique Wealth
Florida
$278K +$33.1K +146 +15%
SW
1236
Schulz Wealth
Texas
$277K
BWP
1237
BSW Wealth Partners
Colorado
$276K +$8.39K +37 +3%
CFO
1238
CVA Family Office
Colorado
$276K +$30.2K +133 +13%
RMC
1239
Resources Management Corp
Connecticut
$275K -$39.7K -175 -13%
GAB
1240
German American Bancorp
Indiana
$274K -$34K -150 -12%
SWA
1241
Sax Wealth Advisors
New Jersey
$273K +$35.6K +157 +16%
PWP
1242
Principle Wealth Partners
Connecticut
$272K
RTC
1243
Riverview Trust Company
Washington
$271K -$2.72K -12 -1%
APP
1244
Avantax Planning Partners
Iowa
$269K -$4.08K -18 -2%
AAP
1245
Arax Advisory Partners
Colorado
$267K -$213K -940 -46%
SPA
1246
Sherbrooke Park Advisers
New York
$267K +$19.7K +87 +9%
WB
1247
WesBanco Bank
West Virginia
$266K -$7.71K -34 -3%
MCWA
1248
Meadow Creek Wealth Advisors
Georgia
$266K +$908 +4 +0.4%
CCG
1249
Catalina Capital Group
California
$264K -$275K -1,213 -53%
ASG
1250
Ariston Services Group
California
$263K

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.