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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
B
1701
Birchbrook
Maine
-$19.5K -92 Closed
VWM
1702
Valley Wealth Managers
New Jersey
-$17K -80 Closed
GG
1703
Gleason Group
Kentucky
-$16.1K -76 Closed
SVCP
1704
Silicon Valley Capital Partners
California
-$15.2K -72 Closed
PIS
1705
POM Investment Strategies
North Carolina
-$10.2K -48 Closed
WCM
1706
Westend Capital Management
California
-$10.2K -48 Closed
WAS
1707
Winch Advisory Services
Wisconsin
-$8.92K -42 Closed
RF
1708
Roxbury Financial
New Jersey
-$8.88K -38 Closed
HI
1709
Human Investing
Oregon
-$7.65K -36 Closed
CCMI
1710
Creative Capital Management Investments
California
-$7.43K -35 Closed
OSNBOA
1711
Old Second National Bank of Aurora
Illinois
-$6.58K -31 Closed
CJ
1712
Caitlin John
Michigan
-$6.37K -30 Closed
NWWA
1713
New Wave Wealth Advisors
Arkansas
-$5.52K -26 Closed
CF
1714
Conquis Financial
California
-$5.31K -25 Closed
SC
1715
Stephens Consulting
Michigan
-$4.67K -22 Closed
TAM
1716
Tucker Asset Management
Colorado
-$4.25K -20 Closed
LAM
1717
Lummis Asset Management
Texas
-$1.7K -8 Closed
FG
1718
Fairman Group
Pennsylvania
-$1.27K -6 Closed
CTB
1719
Country Trust Bank
Illinois
-$1.06K -5 Closed
SMAM
1720
Sugar Maple Asset Management
Wisconsin
-$1.06K -5 Closed
TC
1721
Truvestments Capital
Florida
-$1.06K -5 Closed
VHAM
1722
Van Hulzen Asset Management
California
-$638 -3 Closed

MRSH Hedge Fund Activity: Q1 2025 in Review

1,622 of the 7,457 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.