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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
HDIM
1476
Hanson & Doremus Investment Management
Vermont
$40K
OAJ
1477
Ogorek Anthony Joseph
New York
$40K +$37.2K +164 New
NC
1478
NewSquare Capital
Pennsylvania
$39.8K +$34.3K +151 +1,258%
JWA
1479
JFS Wealth Advisors
Pennsylvania
$39.5K +$454 +2 +1%
FFA
1480
Frazier Financial Advisors
Ohio
$38.7K -$4.31K -19 -11%
GSWM
1481
Golden State Wealth Management
California
$37.9K -$8.85K -39 -20%
ITIM
1482
Indiana Trust & Investment Management
Indiana
$36.8K
ACA
1483
Atlas Capital Advisors
Wyoming
$36.8K
RFG
1484
REAP Financial Group
Texas
$36.6K +$9.07K +40 +36%
CHC
1485
City Holding Co
West Virginia
$36.6K +$34K +150 New
NL
1486
NVWM LLC
Pennsylvania
$34.4K -$227 -1 -0.7%
CIR
1487
Clear Investment Research
Georgia
$34.2K
SC
1488
Solstein Capital
California
$32.9K
CTWM
1489
Cherry Tree Wealth Management
Minnesota
$32.2K
PSB
1490
Piscataqua Savings Bank
New Hampshire
$31.5K
SS
1491
Sunbelt Securities
Texas
$29.8K +$908 +4 +3%
ADL
1492
Asset Dedication LLC
California
$29K -$1.13K -5 -4%
AWM
1493
Activest Wealth Management
Florida
$28.1K +$25.2K +111 +2,775%
KC
1494
Knuff & Co
California
$27.8K +$25.9K +114 New
PWMG
1495
Private Wealth Management Group
New Jersey
$27.6K -$5.67K -25 -18%
KFI
1496
Key Financial Inc
Pennsylvania
$25.9K
ACM
1497
Accent Capital Management
Ohio
$25.4K +$23.6K +104 New
CIAM
1498
Caitong International Asset Management
Hong Kong
$24.6K -$2.04K -9 -8%
CTA
1499
Colonial Trust Advisors
South Carolina
$24.4K
CG
1500
Curat Global
New Hampshire
$24.4K +$22.7K +100 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.