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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
CC
526
Centiva Capital
New York
$3.4M +$3.51M +15,560 New
AF
527
Alerus Financial
North Dakota
$3.4M -$15.1K -67 -0.4%
KA
528
Kintegral Advisory
New York
$3.37M -$5.19K -23 -0.1%
ETC
529
Exchange Traded Concepts
Oklahoma
$3.35M -$1.68M -7,425 -33%
PWM
530
Perigon Wealth Management
California
$3.35M +$1.02M +4,529 +42%
TMAM
531
Tokio Marine Asset Management
Japan
$3.31M -$6.54M -28,967 -66%
HT
532
Heritage Trust
Oklahoma
$3.29M -$221K -979 -6%
SIA
533
Strategic Investment Advisors
Michigan
$3.27M +$2.26K +10 +0.1%
LA
534
Lindenwold Advisors
Pennsylvania
$3.26M +$115K +508 +4%
KWM
535
Kingsview Wealth Management
Oregon
$3.26M -$17.8K -79 -0.5%
CL
536
Choreo LLC
Illinois
$3.22M +$30K +133 +0.9%
SDIC
537
South Dakota Investment Council
South Dakota
$3.2M
DWM
538
Dynasty Wealth Management
Florida
$3.14M +$283K +1,252 +10%
PA
539
PFG Advisors
Arizona
$3.14M +$627K +2,778 +24%
1832 Asset Management
540
1832 Asset Management
Ontario, Canada
$3.14M -$1.94M -8,596 -37%
AWM
541
Axxcess Wealth Management
California
$3.13M -$327K -1,448 -9%
OTL
542
Oak Thistle LLC
New York
$3.12M +$1.52M +6,746 +90%
HWM
543
HB Wealth Management
Georgia
$3.09M -$387K -1,716 -11%
NSEDCP
544
NJ State Employees Deferred Compensation Plan
New Jersey
$3.08M
UCFA
545
United Capital Financial Advisors
Texas
$3.08M -$34.8K -154 -1%
UHC
546
Union Heritage Capital
Michigan
$3.07M
BPA
547
Beacon Pointe Advisors
California
$3.06M -$19.4K -86 -0.6%
SG Americas Securities
548
SG Americas Securities
New York
$3.05M -$22.4M -99,049 -88%
IWA
549
Icon Wealth Advisors
Texas
$3.04M -$12.4K -55 -0.4%
HFS
550
Hantz Financial Services
Michigan
$3M -$4.29K -19 -0.1%

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.