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MRSH

Marsh

1,606 hedge funds and large institutions have $97.1B invested in Marsh in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 617 increasing their positions, 592 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $154M | Put options by funds: $123M

4% more repeat investments, than reductions

Existing positions increased: 617 | Existing positions reduced: 592

1% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 128

0.58% more ownership

Funds ownership: 90.23%90.81% (+0.58%)

1% less funds holding

Funds holding: 1,6221,606 (-16)

10% less capital invested

Capital invested by funds: $108B → $97.1B (-$11B)

47% less funds holding in top 10

Funds holding in top 10: 3619 (-17)

Holders
1,606
Holders Change
-16
Holders Change %
-0.99%
% of All Funds
21.15%
Holding in Top 10
19
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-47.22%
% of All Funds
0.25%
New
129
Increased
617
Reduced
592
Closed
128
Calls
$154M
Puts
$123M
Net Calls
+$30.9M
Net Calls Change
+$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
P
326
&Partners
Tennessee
$13.6M +$5.88M +26,030 +72%
CWM
327
CIBC World Markets
New York
$13.6M +$624K +2,763 +5%
N
328
Natixis
France
$13.4M -$8.25M -36,526 -37%
NAM
329
Nissay Asset Management
Japan
$13.3M -$164K -727 -1%
FAB
330
First American Bank
Illinois
$13.3M +$55.1K +244 +0.4%
Wealthfront Advisers
331
Wealthfront Advisers
California
$13.3M -$1.16M -5,120 -8%
Lido Advisors
332
Lido Advisors
California
$12.9M -$201K -890 -1%
AWM
333
Apollon Wealth Management
South Carolina
$12.9M -$335K -1,486 -2%
GAM
334
Generali Asset Management
Italy
$12.7M +$809K +3,583 +7%
FGP
335
Foyston, Gordon, & Payne
Ontario, Canada
$12.5M +$748K +3,313 +6%
Capital Fund Management (CFM)
336
Capital Fund Management (CFM)
France
$12.5M +$6.07M +26,893 +89%
JA
337
JLB & Associates
Michigan
$12.4M -$903K -4,001 -7%
ACIM
338
Azimuth Capital Investment Management
Michigan
$12.4M +$22.6K +100 +0.2%
MOACM
339
Mutual of America Capital Management
New York
$12.4M -$137K -608 -1%
BCI
340
Brinker Capital Investments
Pennsylvania
$12.1M +$89.9K +398 +0.7%
CWM
341
Calamos Wealth Management
Illinois
$11.7M +$217K +960 +2%
OAM
342
OP Asset Management
$11.6M +$258K +1,145 +2%
IIM
343
INTECH Investment Management
Florida
$11.5M -$1.39M -6,141 -10%
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$11.4M -$154K -684 -1%
Luther King Capital Management (LKCM)
345
Luther King Capital Management (LKCM)
Texas
$11.4M -$3.84K -17 -0%
CS
346
Candriam SCA
Luxembourg
$11.3M -$9.98M -44,211 -46%
EDRH
347
Edmond de Rothschild Holding
Switzerland
$11.3M +$443K +1,961 +4%
CAPTRUST Financial Advisors
348
CAPTRUST Financial Advisors
North Carolina
$11.3M -$11.3M -50,187 -49%
William Blair & Company
349
William Blair & Company
Illinois
$11.2M +$1.49M +6,580 +15%
CIBC Private Wealth Group
350
CIBC Private Wealth Group
Georgia
$10.8M +$624K +2,762 +6%

MRSH Hedge Fund Activity: Q2 2025 in Review

1,606 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q2 2025, worth a combined $97.1B — down 10% from $108B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new MRSH positions and 128 closed out — a net gain of 1 holder — while 617 added to existing stakes and 592 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $725M. The largest seller was Fidelity Investments, cutting an estimated $477M.

  • 1,606 institutional investors held Marsh (MRSH) as of Q2 2025, down from 1,622 in Q1 2025.
  • Funds reported $97.1B of Marsh stock for Q2 2025, down 10% quarter-over-quarter.
  • 129 funds opened new Marsh positions in Q2 2025 and 128 closed out, a net change of +1 holder.
  • The largest Marsh buyer in Q2 2025 was Capital Research Global Investors, an estimated $725M added.
  • The largest Marsh seller in Q2 2025 was Fidelity Investments, an estimated $477M sold.

Based on aggregated 13F filings for Q2 2025.