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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
BGAI
1376
Bruce G. Allen Investments
Colorado
$169K -$4.54K -20 -3%
OP
1377
ORG Partners
Indiana
$159K -$239K -1,054 -62%
IBOK
1378
Independence Bank of Kentucky
Kentucky
$151K -$54.9K -242 -28%
MHR
1379
Matthew Hamilton Rosenberg
$149K -$7.49K -33 -5%
MSWM
1380
Mowery & Schoenfeld Wealth Management
Illinois
$148K +$5.45K +24 +4%
AGWCA
1381
Annis Gardner Whiting Capital Advisors
Florida
$144K +$53.3K +235 +66%
SS
1382
SBI Securities
Japan
$140K -$15.2K -67 -10%
SC
1383
SouthState Corp
Florida
$136K +$76.7K +338 +153%
WTA
1384
Washington Trust Advisors
Massachusetts
$134K
AIM
1385
Anchor Investment Management
South Carolina
$126K
USB
1386
Union Savings Bank
Connecticut
$125K
CM
1387
Capula Management
Cayman Islands
$124K +$115K +508 New
WA
1388
Whipplewood Advisors
Colorado
$124K -$15.9K -70 -14%
TF
1389
Tompkins Financial
New York
$123K
AAG
1390
Armstrong Advisory Group
Massachusetts
$119K
CT
1391
Clearstead Trust
Maine
$117K +$102K +450 +1,500%
TFIPS
1392
Towarzystwo Funduszy Inwestycyjnych PZU SA
$117K
S
1393
Sachetta
Massachusetts
$116K
BCMLT
1394
Beacon Capital Management LLC (Tennessee)
Tennessee
$114K -$5.45K -24 -5%
RFS
1395
Richardson Financial Services
Massachusetts
$112K
JGIA
1396
Jackson Grant Investment Advisers
Connecticut
$112K +$227 +1 +0.2%
HIA
1397
Harbor Investment Advisory
Maryland
$111K
HC
1398
Hara Capital
Washington
$111K -$103K -453 -50%
ICM
1399
Islay Capital Management
Texas
$110K
CAWM
1400
Capital A Wealth Management
Pennsylvania
$108K +$13.4K +59 +15%

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.