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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
AT
1426
Arlington Trust
Alabama
$79.8K
KIM
1427
Kestra Investment Management
Texas
$75.7K -$402K -1,772 -85%
HWM
1428
HighMark Wealth Management
Minnesota
$75K
FFC
1429
First Financial Corp
Indiana
$73.9K
LCM
1430
Logan Capital Management
Pennsylvania
$73.7K -$908 -4 -1%
SSB
1431
Sandy Spring Bank
Maryland
$73.2K -$3.63K -16 -5%
CCC
1432
Chelsea Counsel Company
California
$73.2K
GPI
1433
General Partner Inc
Pennsylvania
$72.7K
SOW
1434
State of Wyoming
Wyoming
$72.5K +$67.4K +297 New
DF
1435
Dunhill Financial
United Kingdom
$71.1K -$5.22K -23 -7%
TCA
1436
Trifecta Capital Advisors
Illinois
$70.5K
CA
1437
CoreCap Advisors
Michigan
$70.3K +$9.53K +42 +17%
PCTC
1438
Perkins Coie Trust Company
Washington
$70.3K +$454 +2 +0.7%
GEA
1439
Glen Eagle Advisors
New Jersey
$69.3K
RA
1440
Rise Advisors
New York
$68.3K +$5.67K +25 +10%
IHWM
1441
Iron Horse Wealth Management
Iowa
$68.1K +$8.85K +39 +16%
CPG
1442
Cornerstone Planning Group
New Jersey
$67.9K +$39K +172 +125%
TIM
1443
Tortoise Investment Management
New York
$67.8K -$63.1K -278 -50%
CSC
1444
Caldwell Sutter Capital
California
$67.6K -$2.5K -11 -4%
MAM
1445
Meeder Asset Management
Ohio
$67.4K +$31.1K +137 +99%
SVWA
1446
Sarver Vrooman Wealth Advisors
Missouri
$65.6K +$61K +269 New
VEA
1447
Virtus ETF Advisers
New York
$64.9K +$60.4K +266 New
PWA
1448
Physician Wealth Advisors
Utah
$64.6K +$227 +1 +0.4%
SHIM
1449
Stone House Investment Management
Pennsylvania
$64.2K +$59.7K +263 New
NRG
1450
Nemes Rush Group
Michigan
$64.1K +$227 +1 +0.4%

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.