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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
EPIM
501
Evelyn Partners Investment Management
$3.9M -$707K -3,130 -15%
BIM
502
Brentview Investment Management
Illinois
$3.87M -$66.1K -293 -2%
BTI
503
Blue Trust Inc
Georgia
$3.87M +$903 +4 +0%
OAC
504
OMERS Administration Corp
Ontario, Canada
$3.86M
TCA
505
Transcend Capital Advisors
New Jersey
$3.84M -$497K -2,201 -11%
EF
506
Empirical Finance
Pennsylvania
$3.77M +$25.1K +111 +0.6%
NVIM
507
New Vernon Investment Management
Illinois
$3.77M
BCM
508
Becker Capital Management
Oregon
$3.76M -$38.4K -170 -1%
MBTD
509
Mechanics Bank - Trust Department
California
$3.73M -$28.9K -128 -0.7%
HI
510
Horizon Investments
North Carolina
$3.72M +$1.07M +4,747 +38%
OIA
511
OneDigital Investment Advisors
Kansas
$3.72M -$49K -217 -1%
FNBOMD
512
First National Bank of Mount Dora
Florida
$3.72M -$61.4K -272 -2%
TIAA Trust, National Association
513
TIAA Trust, National Association
North Carolina
$3.7M +$319K +1,413 +9%
PIM
514
Plato Investment Management
Australia
$3.66M -$79.9K -354 -2%
QCG
515
Quadrant Capital Group
Ohio
$3.65M +$679K +3,009 +22%
BDLIB
516
Banque de Luxembourg Investments (BLI)
Luxembourg
$3.56M +$3.7M +16,400 New
PTC
517
Private Trust Company
Ohio
$3.54M +$949K +4,205 +35%
AT
518
American Trust
Kentucky
$3.53M -$4.29K -19 -0.1%
AG
519
Algert Global
California
$3.52M -$424K -1,879 -10%
TAIM
520
Te Ahumairangi Investment Management
New Zealand
$3.52M +$823K +3,646 +29%
JG
521
Jain Global
New York
$3.51M +$3.62M +16,048 New
LOAMS
522
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.48M +$249K +1,105 +7%
CPCPP
523
Canada Post Corporation Pension Plan
Canada
$3.45M +$3.56M +15,779 New
NMIMC
524
Northwestern Mutual Investment Management Company
Wisconsin
$3.44M +$22.1K +98 +0.6%
NW
525
NewEdge Wealth
Pennsylvania
$3.43M +$88.9K +394 +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.