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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
MSU
401
Mizuho Securities USA
New York
$7.45M -$1.19M -5,271 -13%
AAM
402
Auxier Asset Management
Oregon
$7.38M -$47.2K -209 -0.6%
Los Angeles Capital Management
403
Los Angeles Capital Management
California
$7.28M -$69.3M -307,182 -90%
ORI
404
Oak Ridge Investments
Illinois
$7.18M +$91.9K +407 +1%
UM
405
UniSuper Management
Australia
$7.12M -$76.8K -340 -1%
ZBNA
406
Zions Bancorporation, National Association
Utah
$7.1M -$57.8K -256 -0.8%
IIM
407
Ipswich Investment Management
Massachusetts
$7.06M -$185K -820 -2%
NA
408
NewEdge Advisors
Louisiana
$6.93M -$568K -2,515 -7%
KRS
409
Kentucky Retirement Systems
Kentucky
$6.91M -$468K -2,071 -6%
CGH
410
Crossmark Global Holdings
Texas
$6.87M -$2.21M -9,781 -24%
SW
411
SVB Wealth
Massachusetts
$6.85M +$7.08M +31,345 New
TVWM
412
Tower View Wealth Management
Wisconsin
$6.71M +$18.5K +82 +0.3%
MGP
413
Metis Global Partners
California
$6.71M -$466K -2,064 -6%
CM
414
Churchill Management
California
$6.7M -$70.2K -311 -1%
Focus Partners Wealth
415
Focus Partners Wealth
Massachusetts
$6.65M +$284K +1,260 +4%
HIMCH
416
Hartford Investment Management Co (HIMCO)
Connecticut
$6.51M -$84.7K -375 -1%
AAS
417
Avantax Advisory Services
Texas
$6.5M +$96.6K +428 +1%
AIM
418
Achmea Investment Management
Netherlands
$6.29M -$1.61M -7,149 -20%
SF
419
Synovus Financial
Georgia
$6.19M -$136K -602 -2%
SCA
420
Snowden Capital Advisors
New York
$6.17M -$30K -133 -0.5%
First Manhattan
421
First Manhattan
New York
$6.16M +$884K +3,916 +16%
PPW
422
Parcion Private Wealth
Washington
$6.1M +$69.8K +309 +1%
CPA
423
Capital Planning Advisors
California
$6.06M -$90.1K -399 -1%
MGP
424
M&G plc
United Kingdom
$6.04M +$693K +3,068 +13%
CCFCSB
425
Cape Cod Five Cents Savings Bank
Massachusetts
$5.96M

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.