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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
HNW
1501
High Note Wealth
Minnesota
$23.2K
W
1502
WealthCollab
Washington
$23.2K
CA
1503
Crewe Advisors
Utah
$22K -$4.76K -21 -19%
CYG
1504
Clean Yield Group
Vermont
$22K -$3.4K -15 -14%
DIP
1505
DT Investment Partners
Pennsylvania
$22K
SGC
1506
Slocum, Gordon & Co
Rhode Island
$22K
MFT
1507
Moisand Fitzgerald Tamayo
Florida
$21.7K
MMCM
1508
Murphy & Mullick Capital Management
New York
$21.5K
BOJHT
1509
Bank of Jackson Hole Trust
Wyoming
$21.4K -$2.5K -11 -11%
OC
1510
Oakworth Capital
Alabama
$20.7K
AP
1511
Atwood & Palmer
Missouri
$19.8K
NFSG
1512
Newbridge Financial Services Group
Florida
$19.3K -$3.18K -14 -15%
MWM
1513
Mascoma Wealth Management
New Hampshire
$19K
GIA
1514
GHP Investment Advisors
Colorado
$18.5K +$908 +4 +6%
SIC
1515
Salem Investment Counselors
North Carolina
$18.3K +$12.5K +55 +275%
NC
1516
North Capital
Utah
$18.3K +$17K +75 New
SC
1517
Steph & Co
Wisconsin
$17.3K +$908 +4 +6%
UCB
1518
United Community Bank
South Carolina
$17.3K +$16.1K +71 New
CFD
1519
Creative Financial Designs
Indiana
$17.1K +$2.95K +13 +23%
DWM
1520
Darwin Wealth Management
Florida
$17K
FW
1521
Fairway Wealth
Ohio
$16.1K
FMB
1522
Field & Main Bank
Kentucky
$15.9K
T
1523
Transce3nd
Texas
$15.4K -$27.2K -120 -66%
AP
1524
Aspect Partners
Virginia
$15.4K -$1.13K -5 -7%
CWM
1525
Copia Wealth Management
Oregon
$15.1K

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.