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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
HDA
1676
Harold Davidson & Associates
California
-$382K -1,800 Closed
GI
1677
GLOBALT Investments
Georgia
-$373K -1,754 Closed
BAM
1678
Blueshift Asset Management
New Jersey
-$369K -1,735 Closed
CRI
1679
Colonial River Investments
Virginia
-$365K -1,717 Closed
VF
1680
Virtu Financial
New York
-$322K -1,518 Closed
ACP
1681
Aveo Capital Partners
Colorado
-$281K -1,322 Closed
MWA
1682
Medallion Wealth Advisors
Connecticut
-$271K -1,275 Closed
IWA
1683
IBEX Wealth Advisors
New Jersey
-$267K -1,259 Closed
NL
1684
NWAM LLC
Washington
-$265K -1,248 Closed
WPP
1685
Whalerock Point Partners
Rhode Island
-$256K -1,206 Closed
HOWA
1686
Heritage Oak Wealth Advisors
Florida
-$248K -1,169 Closed
BIP
1687
Blueprint Investment Partners
North Carolina
-$238K -1,120 Closed
BA
1688
Bluesphere Advisors
Pennsylvania
-$212K -1,000 Closed
SC
1689
Stance Capital
Massachusetts
-$203K -956 Closed
BA
1690
Bristlecone Advisors
Washington
-$202K -951 Closed
FA
1691
Fedenia Advisers
Wisconsin
-$177K -833 Closed
ECM
1692
Eisler Capital Management
United Kingdom
-$124K -587 Closed
BC
1693
Bayforest Capital
United Kingdom
-$99.4K -468 Closed
EBA
1694
Eagle Bay Advisors
New York
-$97.3K -458 Closed
VIA
1695
Virtus Investment Advisers
Connecticut
-$56.5K -266 Closed
JSAM
1696
J. Safra Asset Management
New York
-$50.7K -239 Closed
LDB
1697
Lee, Danner & Bass
Tennessee
-$49.1K -231 Closed
FLP
1698
Financial Life Planners
Arizona
-$33K -155 Closed
CAS
1699
Coppell Advisory Solutions
Texas
-$22K -104 Closed
AS
1700
Altshuler Shaham
Israel
-$20K -94 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.