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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
MAG
1276
Members Advisory Group
New York
$246K
FWP
1277
FAS Wealth Partners
Kansas
$246K +$454 +2 +0.2%
PP
1278
Patron Partners
Texas
$245K -$12.9K -57 -5%
RPWA
1279
Regent Peak Wealth Advisors
Georgia
$245K -$2.5K -11 -1%
AIP
1280
Arrowpoint Investment Partners
Singapore
$244K +$97.1K +428 +75%
RWRC
1281
R.W. Roge & Company
New York
$244K
HC
1282
Hamilton Capital
Ohio
$244K +$227K +999 New
MA
1283
MONECO Advisors
Connecticut
$241K -$20.6K -91 -8%
OWM
1284
OneAscent Wealth Management
Alabama
$241K -$126K -557 -36%
GEM
1285
Global Endowment Management
North Carolina
$241K -$233K -1,029 -51%
SVWAG
1286
Sound View Wealth Advisors Group
Georgia
$239K +$7.26K +32 +3%
AP
1287
Appleton Partners
Massachusetts
$238K -$4.31K -19 -2%
AWA
1288
Arete Wealth Advisors
Illinois
$238K +$221K +976 New
FIC
1289
Family Investment Center
Missouri
$238K -$8.62K -38 -4%
VF
1290
Vest Financial
Virginia
$237K +$220K +970 New
FP
1291
Fiduciary Planning
Florida
$235K +$908 +4 +0.4%
PL
1292
Plancorp LLC
Missouri
$234K +$217K +957 New
HCM
1293
HMS Capital Management
Tennessee
$233K
ABTD
1294
Arvest Bank Trust Division
Oklahoma
$233K +$217K +956 New
MFIM
1295
Mesirow Financial Investment Management
Illinois
$233K -$21.6K -95 -9%
Group One Trading
1296
Group One Trading
Illinois
$233K -$416K -1,834 -66%
PWM
1297
Palumbo Wealth Management
New York
$233K +$216K +953 New
GWMR
1298
GC Wealth Management RIA
Massachusetts
$232K -$8.17K -36 -4%
USCWA
1299
U.S. Capital Wealth Advisors
Texas
$231K +$215K +948 New
AAM
1300
Aureus Asset Management
Massachusetts
$231K +$215K +947 New

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.