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MRSH

Marsh

1,586 hedge funds and large institutions have $80.9B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 526 increasing their positions, 642 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $131M | Put options by funds: $78.7M

27% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 169

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.98% more ownership

Funds ownership: 87.98%88.96% (+0.98%)

1% more funds holding

Funds holding: 1,5721,586 (+14)

7% less capital invested

Capital invested by funds: $87.2B → $80.9B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 642

Holders
1,586
Holders Change
+14
Holders Change %
+0.89%
% of All Funds
19.29%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
215
Increased
526
Reduced
642
Closed
169
Calls
$131M
Puts
$78.7M
Net Calls
+$52.7M
Net Calls Change
+$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
526
TIAA Trust, National Association
North Carolina
$3M -$46.7K -250 -2%
OTL
527
Oak Thistle LLC
New York
$2.99M +$2.73M +14,617 +981%
BC
528
Bridgefront Capital
Texas
$2.98M +$1.93M +10,307 +179%
NW
529
NewEdge Wealth
Pennsylvania
$2.95M +$427K +2,285 +17%
NMIMC
530
Northwestern Mutual Investment Management Company
Wisconsin
$2.9M -$2.99K -16 -0.1%
AT
531
American Trust
Kentucky
$2.9M -$44.5K -238 -2%
BBVA
532
Banco Bilbao Vizcaya Argentaria
Spain
$2.88M -$1.88M -10,071 -39%
OIA
533
OneDigital Investment Advisors
Kansas
$2.87M -$32.3K -173 -1%
LIP
534
Lighthouse Investment Partners
Florida
$2.87M -$1.64M -8,797 -36%
DS
535
DRW Securities
Illinois
$2.81M -$726K -3,883 -20%
DFCM
536
Dark Forest Capital Management
Puerto Rico
$2.8M +$1.54M +8,264 +121%
MBTD
537
Mechanics Bank - Trust Department
California
$2.79M -$258K -1,380 -8%
TCA
538
Transcend Capital Advisors
New Jersey
$2.78M -$399K -2,136 -12%
KA
539
Kintegral Advisory
New York
$2.77M -$76.5K -409 -3%
KPWS
540
Kestra Private Wealth Services
Texas
$2.73M -$389K -2,079 -12%
UF
541
Univest Financial
Pennsylvania
$2.72M -$449K -2,401 -14%
AG
542
Ascent Group
Virginia
$2.72M -$745K -3,985 -21%
HWM
543
HB Wealth Management
Georgia
$2.69M +$87.5K +468 +3%
KWM
544
Kingsview Wealth Management
Oregon
$2.68M -$110K -587 -4%
MJRIC
545
Mogy Joel R Investment Counsel
California
$2.67M -$1.29M -6,880 -32%
Connor, Clark & Lunn Investment Management (CC&L)
546
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.65M -$11.5M -61,364 -81%
UCFA
547
United Capital Financial Advisors
Texas
$2.64M +$166K +886 +7%
ECM
548
Everence Capital Management
Indiana
$2.64M -$395K -2,112 -13%
ZIG
549
Zurich Insurance Group
Switzerland
$2.63M +$2.65M +14,200 New
FCH
550
Freestone Capital Holdings
Washington
$2.61M +$72.7K +389 +3%

MRSH Hedge Fund Activity: Q4 2025 in Review

1,586 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2025, worth a combined $80.9B — down 7.2% from $87.2B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new MRSH positions and 169 closed out — a net gain of 46 holders — while 526 added to existing stakes and 642 trimmed.

The largest buyer was Ninety One (UK), adding an estimated $410M. The largest seller was Capital Research Global Investors, cutting an estimated $350M.

  • 1,586 institutional investors held Marsh (MRSH) as of Q4 2025, up from 1,572 in Q3 2025.
  • Funds reported $80.9B of Marsh stock for Q4 2025, down 7.2% quarter-over-quarter.
  • 215 funds opened new Marsh positions in Q4 2025 and 169 closed out, a net change of +46 holders.
  • The largest Marsh buyer in Q4 2025 was Ninety One (UK), an estimated $410M added.
  • The largest Marsh seller in Q4 2025 was Capital Research Global Investors, an estimated $350M sold.

Based on aggregated 13F filings for Q4 2025.