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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
LSA
1301
Leonteq Securities AG
Switzerland
$231K +$18.4K +81 +9%
RPGK
1302
Retirement Planning Group (Kansas)
Kansas
$230K -$6.58K -29 -3%
WA
1303
Wealthstream Advisors
New York
$230K +$214K +943 New
HIG
1304
Heritage Investment Group
Florida
$230K +$213K +941 New
CCC
1305
Compass Capital Corp
Massachusetts
$229K
DW30
1306
Drucker Wealth 3.0
New Jersey
$228K +$212K +934 New
NCTC
1307
New Covenant Trust Company
Indiana
$227K -$7.03K -31 -3%
FA
1308
Fiduciary Alliance
South Carolina
$226K +$211K +928 New
BHBT
1309
Burke & Herbert Bank & Trust
Virginia
$226K +$211K +928 New
NG
1310
Norden Group
Utah
$224K +$209K +920 New
KFS
1311
Kelly Financial Services
Massachusetts
$224K +$209K +919 New
OPWM
1312
Oxinas Partners Wealth Management
Indiana
$223K +$208K +915 New
RT
1313
Rockland Trust
Massachusetts
$223K -$120K -529 -37%
ECM
1314
EagleClaw Capital Management
Massachusetts
$223K -$45.4K -200 -18%
ANBT
1315
American National Bank & Trust
Texas
$223K -$681 -3 -0.3%
KWA
1316
Kingswood Wealth Advisors
California
$223K +$207K +912 New
MC
1317
Middleton & Co
Massachusetts
$222K +$206K +910 New
MAM
1318
McLean Asset Management
Virginia
$222K +$6.81K +30 +3%
IAS
1319
Investment Advisory Services
Texas
$221K +$205K +905 New
MWM
1320
Meridian Wealth Management
Kentucky
$220K -$26.5K -117 -11%
BPW
1321
Bingham Private Wealth
California
$220K -$14.7K -65 -7%
PIA
1322
Pollock Investment Advisors
Michigan
$220K +$204K +900 New
NHC
1323
Nicholas Hoffman & Company
Georgia
$219K +$204K +899 New
TCM
1324
Teza Capital Management
Illinois
$219K -$1.23M -5,421 -86%
CCA
1325
Cottonwood Capital Advisors
Utah
$219K -$39K -172 -16%

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.