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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
ABC
1326
Associated Banc-Corp
Wisconsin
$219K +$203K +896 New
MWA
1327
Mills Wealth Advisors
Texas
$218K +$203K +895 New
NFP
1328
Narus Financial Partners
Utah
$218K +$203K +895 New
PPA
1329
Painted Porch Advisors
California
$218K
NI
1330
Natural Investments
California
$218K +$203K +896 New
WPW
1331
Watershed Private Wealth
Illinois
$218K +$202K +892 New
RC
1332
Roundview Capital
New Jersey
$217K +$202K +890 New
BONST
1333
Bank of Nova Scotia Trust
Ontario, Canada
$217K +$202K +889 New
CHP
1334
Cable Hill Partners
Oregon
$216K +$216K +954 New
OCM
1335
One Capital Management
California
$215K +$200K +882 New
CS
1336
Cannell & Spears
New York
$215K +$199K +879 New
CP
1337
Clarendon Private
Massachusetts
$214K +$199K +877 New
QL
1338
Quarry LP
New York
$214K -$69.2K -305 -26%
GSF
1339
Grove Street Fiduciary
New Hampshire
$214K +$199K +875 New
GA
1340
Goldstein Advisors
Wisconsin
$213K +$198K +871 New
BWM
1341
Baron Wealth Management
Michigan
$212K +$197K +870 New
BWL
1342
Bogart Wealth LLC
Virginia
$212K +$56.7K +250 +41%
DFA
1343
DHK Financial Advisors
New Hampshire
$211K +$196K +866 New
HI
1344
Humankind Investments
New York
$211K +$196K +864 New
SP
1345
Stablepoint Partners
Massachusetts
$210K +$195K +861 New
WC
1346
Waterloo Capital
Texas
$210K +$195K +859 New
VCM
1347
Virtue Capital Management
Tennessee
$208K +$194K +854 New
PIN
1348
Prudent Investors Network
California
$208K +$193K +851 New
CT
1349
Chicago Trust
Illinois
$208K +$193K +851 New
BWP
1350
Baldwin Wealth Partners
Massachusetts
$207K +$192K +847 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.