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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
OHWP
1351
Oak Harbor Wealth Partners
North Carolina
$207K +$192K +847 New
PIA
1352
Pinion Investment Advisors
Kansas
$205K +$191K +841 New
BOM
1353
Bank of Marin
California
$205K +$191K +841 New
CMAI
1354
Capital Management Associates Inc
Minnesota
$205K +$191K +840 New
JCM
1355
Jacobsen Capital Management
Utah
$204K +$190K +836 New
PWP
1356
PrairieView Wealth Partners
Illinois
$203K +$189K +833 New
ASBI
1357
American State Bank (Iowa)
Iowa
$203K +$189K +831 New
AIMC
1358
Alley Investment Management Company
Illinois
$203K +$188K +830 New
HPM
1359
Hoxton Planning & Management
West Virginia
$202K +$188K +829 New
CGA
1360
Crescent Grove Advisors
Illinois
$202K +$188K +829 New
HWM
1361
Hemington Wealth Management
Virginia
$201K +$12.9K +57 +7%
FA
1362
FDx Advisors
Illinois
$201K +$187K +823 New
B
1363
Bellecapital
Switzerland
$200K +$186K +820 New
HBS
1364
Howard Bailey Securities
Indiana
$200K +$186K +820 New
AF
1365
Advisornet Financial
Minnesota
$196K -$15.7K -69 -8%
CCM
1366
Chilton Capital Management
Texas
$195K -$7.49K -33 -4%
OWA
1367
Opal Wealth Advisors
New York
$187K +$174K +767 New
PCFFS
1368
Pacific Center for Financial Services
California
$183K
HB
1369
Horizon Bancorp
Indiana
$183K -$60.6K -267 -26%
NWM
1370
Nova Wealth Management
Florida
$182K
WA
1371
WPG Advisers
Maryland
$181K -$55.4K -244 -25%
PPC
1372
Park Place Capital
Alabama
$180K -$101K -446 -38%
FHA
1373
First Horizon Advisors
Tennessee
$175K +$27K +119 +20%
Cohen & Steers
1374
Cohen & Steers
New York
$171K +$159K +700 New
LC
1375
Lavaca Capital
Texas
$171K

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.