We are live on ! Find out more
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
MWM
1551
MorganRosel Wealth Management
Colorado
$9.27K +$8.62K +38 New
TFM
1552
TFC Financial Management
Massachusetts
$8.79K
MIA
1553
MeadowBrook Investment Advisors
Michigan
$8.79K
DPW
1554
DiNuzzo Private Wealth
Pennsylvania
$8.3K +$681 +3 +10%
GWSG
1555
GPS Wealth Strategies Group
Colorado
$8.14K +$227 +1 +3%
PP
1556
Pacifica Partners
Canada
$8.06K +$7.49K +33 New
TFGT
1557
TS Financial Group (TSFG)
Illinois
$8K
WCM
1558
WealthTrak Capital Management
Virginia
$7.57K +$5.9K +26 +520%
LWANC
1559
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.32K
WIM
1560
Westside Investment Management
California
$7.32K
ME
1561
McIlrath & Eck
Washington
$7.08K
Q1WB
1562
Quest 10 Wealth Builders
Virginia
$7.08K
TC
1563
Tacita Capital
Ontario, Canada
$7.08K
BDPWM
1564
Barnes Dennig Private Wealth Management
Ohio
$6.83K +$6.35K +28 New
SIS
1565
Sound Income Strategies
Florida
$6.59K -$454 -2 -7%
CWA
1566
Carolina Wealth Advisors
South Carolina
$6.1K
LWMI
1567
Legacy Wealth Management (Idaho)
Idaho
$6.1K
TFA
1568
Toth Financial Advisory
Virginia
$6.1K
CWP
1569
Clark Wealth Partners
Illinois
$6.1K +$5.67K +25 New
PWA
1570
Provenance Wealth Advisors
Florida
$5.86K
RWM
1571
Ruedi Wealth Management
Illinois
$5.86K
SIC
1572
SJS Investment Consulting
Ohio
$5.61K
GJIA
1573
Glass Jacobson Investment Advisors
Maryland
$5.31K
TCM
1574
TD Capital Management
Tennessee
$5.18K
WWM
1575
Wolff Wiese Magana
California
$4.88K

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.