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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
OIA
1601
Optimum Investment Advisors
Illinois
$1.95K +$1.81K +8 New
TC
1602
Trust Company
Kansas
$1.95K +$1.81K +8 New
TCM
1603
Tradewinds Capital Management
Washington
$1.71K -$34K -150 -96%
CIA
1604
Cape Investment Advisory
Georgia
$1.71K -$227 -1 -13%
CIAS
1605
CBIZ Investment Advisory Services
Ohio
$1.71K +$1.59K +7 New
PS
1606
PayPay Securities
Japan
$1.57K -$1.36K -6 -50%
GA
1607
GoalVest Advisory
New York
$1.46K -$2.27K -10 -63%
PWM
1608
Parkworth Wealth Management
California
$1.46K
1IA
1609
1620 Investment Advisors
Massachusetts
$1.37K
RPA
1610
Redwood Park Advisors
California
$1.22K
BFS
1611
Bare Financial Services
Pennsylvania
$1.22K +$1.13K +5 New
OCM
1612
Osterweis Capital Management
California
$1.22K +$1.13K +5 New
T
1613
TOBAM
France
$1K -$156K -689 -99%
TFA
1614
Transamerica Financial Advisors
Florida
$1K
WBC
1615
West Branch Capital
Massachusetts
$977
ACA
1616
American Capital Advisory
Idaho
$977 +$908 +4 New
GP
1617
Greenline Partners
New York
$976 +$908 +4 New
NEWAS
1618
N.E.W. Advisory Services
Wisconsin
$976 +$908 +4 New
HIA
1619
HFM Investment Advisors
New Jersey
$733 +$681 +3 New
RWM
1620
Rialto Wealth Management
New York
$489 +$454 +2 New
YDMI
1621
Y.D. More Investments
Israel
$453 +$19.1K +84 +14%
BCM
1622
Blume Capital Management
California
$245 +$227 +1 New
SFA
1623
Semmax Financial Advisors
North Carolina
$22
FGP
1624
Freestone Grove Partners
California
-$21.1M -99,473 Closed
PCA
1625
Private Capital Advisors
Connecticut
-$17.6M -82,807 Closed

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.