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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
PCM
1526
Perritt Capital Management
Illinois
$14.9K
PK
1527
Pflug Koory
Nebraska
$14.9K
TLA
1528
Tanglewood Legacy Advisors
Texas
$14.9K
NCM
1529
Northwest Capital Management
Oregon
$14.2K
AWM
1530
Abound Wealth Management
Tennessee
$14.1K -$9.53K -42 -42%
EWM
1531
Evermay Wealth Management
Virginia
$13.4K
RCM
1532
Richardson Capital Management
Wisconsin
$13.4K +$12.5K +55 New
HFS
1533
Hughes Financial Services
Virginia
$13.4K +$12.5K +55 New
CAM
1534
Creekmur Asset Management
Illinois
$13.2K -$3.63K -16 -23%
BFPW
1535
BOK Financial Private Wealth
Colorado
$12.2K +$9.53K +42 +525%
BI
1536
Binnacle Investments
Iowa
$11.7K +$10.9K +48 New
AW
1537
Avion Wealth
Texas
$11K
CI
1538
Clal Insurance
Israel
$11K +$8.62K +38 +475%
RDFA
1539
Ritter Daniher Financial Advisory
Ohio
$11K
IRC
1540
Investors Research Corp
Georgia
$11K +$10.2K +45 New
HWM
1541
Horizons Wealth Management
North Carolina
$10.7K
ETS
1542
ESL Trust Services
New York
$10.5K
FWA
1543
Flagship Wealth Advisors
Massachusetts
$10.5K
RTL
1544
Red Tortoise LLC
Georgia
$10.5K
TWD
1545
True Wealth Design
Ohio
$10.3K +$3.86K +17 +68%
CT
1546
Coastline Trust
Rhode Island
$10.2K
OA
1547
Operose Advisors
Wisconsin
$10K -$3.86K -17 -29%
BL
1548
BFSG LLC
California
$9.52K
CBT
1549
Crews Bank & Trust
Florida
$9.52K
VWA
1550
Valued Wealth Advisors
Utah
$9.29K

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.