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MRSH

Marsh
MRSH

1,572 hedge funds and large institutions have $87.2B invested in Marsh in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 559 increasing their positions, 607 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $125M | Put options by funds: $113M

5% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 154

8% less repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 607

2% less funds holding

Funds holding: 1,606 → 1,572 (-34)

2.83% less ownership

Funds ownership: 90.81% → 87.98% (-2.8%)

10% less capital invested

Capital invested by funds: $97.1B → $87.2B (-$9.93B)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

Holders
1,572
Holders Change
-34
Holders Change %
-2.12%
% of All Funds
20.63%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
147
Increased
559
Reduced
607
Closed
154
Calls
$125M
Puts
$113M
Net Calls
+$12M
Net Calls Change
-$18.8M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$402M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$282M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$259M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$253M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$181M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$737M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$348M
3
BlackRock
BlackRock
New York
-$306M
4
Amundi
Amundi
France
-$291M
5
NLI
Nippon Life Insurance
Japan
-$270M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Portfolio Solutions
476
Envestnet Portfolio Solutions
Illinois
$4.07M -$315K -1,532 -7%
ALMGDA
477
AG2R La Mondiale Gestion d'Actifs
France
$4.05M – – –
RC
478
RBF Capital
California
$4.03M – – –
FDP
479
Financiere des Professionnels
Quebec, Canada
$4.02M -$82.3K -400 -2%
VAS
480
Vestmark Advisory Solutions
Massachusetts
$4M -$300K -1,459 -7%
SEM
481
Suncoast Equity Management
Florida
$4M -$52.9K -257 -1%
Bessemer Group
482
Bessemer Group
New Jersey
$3.99M +$205K +996 +5%
MYAM
483
Meiji Yasuda Asset Management
Japan
$3.94M +$3.01M +14,657 +299%
LI
484
Lafayette Investments
Maryland
$3.92M -$30.4K -148 -0.8%
GI
485
GAMCO Investors
Connecticut
$3.9M – – –
DS
486
DRW Securities
Illinois
$3.85M +$2.74M +13,304 +231%
AAP
487
Arax Advisory Partners
Colorado
$3.83M +$3.65M +17,756 +1,435%
CWP
488
Cyndeo Wealth Partners
Florida
$3.82M +$70.5K +343 +2%
WIA
489
World Investment Advisors
California
$3.78M +$206 +1 +0%
AG
490
Ascent Group
Virginia
$3.76M -$309K -1,504 -7%
AC
491
Allstate Corporation
Illinois
$3.74M +$3.82M +18,568 New
BIM
492
Brentview Investment Management
Illinois
$3.69M +$124K +604 +3%
BPA
493
Beacon Pointe Advisors
California
$3.67M +$874K +4,250 +30%
EL
494
Essex LLC
Illinois
$3.63M -$124K -605 -3%
BCV
495
Banque Cantonale Vaudoise
Switzerland
$3.6M -$103K -502 -3%
EPIM
496
Evelyn Partners Investment Management
$3.59M – – –
SFA
497
Sequoia Financial Advisors
Ohio
$3.58M -$34.3M -166,938 -90%
OAC
498
OMERS Administration Corp
Ontario, Canada
$3.56M – – –
EF
499
Empirical Finance
Pennsylvania
$3.51M +$35.4K +172 +1%
BTI
500
Blue Trust Inc
Georgia
$3.5M -$67.9K -330 -2%
18 19
20
21 22

MRSH Hedge Fund Activity: Q3 2025 in Review

1,572 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2025, worth a combined $87.2B — down 10% from $97.1B a quarter earlier.

Sellers outnumbered buyers: 154 funds closed out of MRSH and 147 opened new positions — a net loss of 7 holders — while 607 trimmed existing stakes and 559 added.

The largest buyer was ClearBridge Investments, adding an estimated $402M. The largest seller was Fidelity Investments, cutting an estimated $737M.

  • 1,572 institutional investors held Marsh (MRSH) as of Q3 2025, down from 1,606 in Q2 2025.
  • Funds reported $87.2B of Marsh stock for Q3 2025, down 10% quarter-over-quarter.
  • 147 funds opened new Marsh positions in Q3 2025 and 154 closed out, a net change of -7 holders.
  • The largest Marsh buyer in Q3 2025 was ClearBridge Investments, an estimated $402M added.
  • The largest Marsh seller in Q3 2025 was Fidelity Investments, an estimated $737M sold.

Based on aggregated 13F filings for Q3 2025.