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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
FFO
1451
Fortitude Family Office
Arizona
$63.2K -$5.9K -26 -9%
PMFA
1452
Plante Moran Financial Advisors
Michigan
$61.3K -$309K -1,360 -84%
FWM
1453
FSA Wealth Management
Massachusetts
$60.8K +$47K +207 +493%
LI
1454
LRI Investments
Florida
$60K +$2.5K +11 +5%
FMP
1455
Financial Management Professionals
Texas
$58.8K -$2.95K -13 -5%
GKIM
1456
GW&K Investment Management
Massachusetts
$58K +$454 +2 +0.9%
C
1457
Covestor
United Kingdom
$58K +$1.13K +5 +2%
CAL
1458
Capital Advisors Ltd
Ohio
$54K +$6.13K +27 +14%
FUBT
1459
First United Bank & Trust
Maryland
$52.7K +$2.5K +11 +5%
EWP
1460
Elevation Wealth Partners
California
$50.5K +$6.58K +29 +16%
BSB
1461
Bangor Savings Bank
Maine
$50.3K
BIA
1462
Bell Investment Advisors
California
$47.3K +$1.36K +6 +3%
RI
1463
Ridgewood Investments
New Jersey
$47.1K
SCB
1464
Saudi Central Bank
Saudi Arabia
$47.1K +$43.8K +193 New
SL
1465
Salomon & Ludwin
Virginia
$46.4K
IFS
1466
Intelligent Financial Strategies
Minnesota
$46.1K
FPF
1467
First Pacific Financial
Washington
$45.6K +$24.3K +107 +134%
RL
1468
Rogco LP
Oklahoma
$44.7K -$4.31K -19 -9%
AFG
1469
Albion Financial Group
Utah
$43.9K
SO
1470
Sierra Ocean
California
$41.9K
GC
1471
Garde Capital
Washington
$41.7K +$38.8K +171 New
AG
1472
AmeriFlex Group
Nevada
$41.7K
GFPC
1473
Global Financial Private Client
Florida
$41.7K +$3.18K +14 +9%
CAL
1474
Capital Analysts LLC
Pennsylvania
$41K +$14.5K +64 +61%
CH
1475
Canton Hathaway
Rhode Island
$40K

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.