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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
BCPWM
1576
Bradley & Co Private Wealth Management
Florida
$4.64K
GWSA
1577
Global Wealth Strategies & Associates
Colorado
$4.64K
PWA
1578
Principia Wealth Advisory
Texas
$4.59K +$1.13K +5 +33%
HWP
1579
Highline Wealth Partners
California
$4.4K +$681 +3 +20%
NSIM
1580
North Star Investment Management
Illinois
$4.39K
LIM
1581
Longfellow Investment Management
Massachusetts
$4.15K
MSG
1582
Main Street Group
Virginia
$4.15K
AIC
1583
Archer Investment Corporation
Indiana
$3.9K
BTD
1584
BankPlus Trust Department
Mississippi
$3.9K
WW
1585
Winnow Wealth
Texas
$3.71K +$1.13K +5 +45%
CWM
1586
Crowley Wealth Management
Delaware
$3.66K
WA
1587
WestEnd Advisors
North Carolina
$3.66K +$2.27K +10 +200%
FP
1588
Financial Perspectives
Minnesota
$2.95K
RAM
1589
Riggs Asset Management
Pennsylvania
$2.93K
API
1590
Asset Planning Inc
California
$2.93K
SFGP
1591
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.93K +$2.72K +12 New
FCAS
1592
First Command Advisory Services
Texas
$2.68K +$2.5K +11 New
HHGA
1593
Halbert Hargrove Global Advisors
California
$2.51K -$45.4K -200 -95%
WTFG
1594
Wood Tarver Financial Group
Idaho
$2.2K
MAS
1595
MPWM Advisory Solutions
Georgia
$2.2K
HBW
1596
Hazlett, Burt & Watson
West Virginia
$2K
VNA
1597
Valley National Advisers
Pennsylvania
$2K +$2.04K +9 New
RS
1598
Rakuten Securities
Japan
$1.95K -$4.99K -22 -73%
BHWM
1599
Bay Harbor Wealth Management
Maryland
$1.95K +$1.81K +8 New
DI
1600
DAGCO Inc
Ohio
$1.95K +$1.81K +8 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.