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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
CCMG
1251
Clark Capital Management Group
Pennsylvania
$263K -$158K -698 -39%
AFP
1252
Alpha Financial Partners
Kentucky
$263K +$908 +4 +0.4%
FFA
1253
Founders Financial Alliance
North Carolina
$261K +$242K +1,068 New
PWM
1254
Pines Wealth Management
North Carolina
$259K -$13.2K -58 -5%
CCA
1255
Catalyst Capital Advisors
New York
$257K +$74.2K +327 +45%
MAWA
1256
Moss Adams Wealth Advisors
Washington
$256K -$23.4K -103 -9%
EI
1257
eCIO Inc
Wisconsin
$256K +$238K +1,050 New
SC
1258
Sapient Capital
Indiana
$256K -$34.9K -154 -13%
TB
1259
Terril Brothers
Missouri
$256K +$2.27K +10 +1%
AA
1260
Advisory Alpha
Michigan
$255K +$908 +4 +0.4%
MCM
1261
MV Capital Management
Maryland
$255K +$136K +600 +135%
HTC
1262
Haverford Trust Company
Pennsylvania
$253K +$235K +1,037 New
DWM
1263
Destination Wealth Management
California
$252K -$56.5K -249 -19%
DE
1264
Diversified Enterprises
Delaware
$252K +$234K +1,033 New
WS
1265
Wedbush Securities
California
$252K -$11.6K -51 -5%
RP
1266
Riverwater Partners
Wisconsin
$252K +$19.3K +85 +9%
BCG
1267
BayBridge Capital Group
California
$251K +$908 +4 +0.4%
WF
1268
Wayfinding Financial
Washington
$251K +$1.13K +5 +0.5%
LAM
1269
Longboard Asset Management
Arizona
$251K
MSWM
1270
McGlone Suttner Wealth Management
Wisconsin
$250K +$3.18K +14 +1%
TWM
1271
Topsail Wealth Management
North Carolina
$250K +$233K +1,025 New
OWP
1272
Obermeyer Wealth Partners
Colorado
$250K -$4.99K -22 -2%
MIC
1273
Means Investment Company
Maine
$249K -$681 -3 -0.3%
HWA
1274
HHM Wealth Advisors
Tennessee
$248K
DCM
1275
Dudley Capital Management
Virginia
$246K

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.