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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
BEI
451
Benjamin Edwards Inc
Missouri
$5.11M +$173K +766 +3%
MWM
452
MinichMacGregor Wealth Management
New York
$5.1M -$488K -2,160 -8%
EWA
453
Exencial Wealth Advisors
Oklahoma
$5.04M -$1.06M -4,688 -17%
NMERB
454
New Mexico Educational Retirement Board
New Mexico
$5.02M
IMCOOI
455
Investment Management Corp of Ontario (IMCO)
Canada
$4.97M -$406K -1,800 -7%
Carson Wealth (CWM LLC)
456
Carson Wealth (CWM LLC)
Nebraska
$4.96M -$787K -3,484 -13%
IC
457
IEQ Capital
California
$4.95M -$5.4M -23,922 -51%
AG
458
AIA Group
Hong Kong
$4.92M -$1.14M -5,031 -18%
KeyBank National Association
459
KeyBank National Association
Ohio
$4.9M -$37.7K -167 -0.7%
BWM
460
BNC Wealth Management
Oregon
$4.9M -$86K -381 -2%
MJRIC
461
Mogy Joel R Investment Counsel
California
$4.82M +$292K +1,295 +6%
BWP
462
Burling Wealth Partners
Illinois
$4.76M +$245K +1,086 +5%
Envestnet Portfolio Solutions
463
Envestnet Portfolio Solutions
Illinois
$4.75M -$622K -2,757 -11%
BBVA
464
Banco Bilbao Vizcaya Argentaria
Spain
$4.74M +$2.26M +9,997 +85%
AAF
465
Andra AP-fonden
Sweden
$4.72M +$2.82M +12,500 +137%
MGIA
466
Moneta Group Investment Advisors
Missouri
$4.72M +$2.88M +12,766 +145%
VAS
467
Vestmark Advisory Solutions
Massachusetts
$4.66M -$848K -3,756 -15%
MFG
468
Merit Financial Group
Georgia
$4.62M +$198K +876 +4%
EOJOAM
469
E. Ohman J:or Asset Management
Sweden
$4.56M -$153K -677 -3%
OAM
470
Occidental Asset Management
California
$4.54M +$68.4K +303 +1%
VA
471
Vident Advisory
Georgia
$4.48M +$11.5K +51 +0.2%
FDP
472
Financiere des Professionnels
Quebec, Canada
$4.44M -$306K -1,357 -6%
AG
473
Ascent Group
Virginia
$4.41M -$221K -977 -5%
ATC
474
Argent Trust Co
Tennessee
$4.4M -$62.1K -275 -1%
SEM
475
Suncoast Equity Management
Florida
$4.39M +$79K +350 +2%

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.