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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
AWM
551
Accurate Wealth Management
Florida
$2.99M -$38.6K -171 -1%
BIP
552
Bouvel Investment Partners
Pennsylvania
$2.98M +$37.5K +166 +1%
FCH
553
Freestone Capital Holdings
Washington
$2.98M -$5.87K -26 -0.2%
SW
554
Simplicity Wealth
New Jersey
$2.98M +$1.47M +6,502 +91%
CCM
555
Coldstream Capital Management
Washington
$2.97M +$277K +1,229 +10%
RCIM
556
Red Cedar Investment Management
Michigan
$2.97M
MWM
557
Moran Wealth Management
Florida
$2.97M +$108K +477 +4%
Federated Hermes
558
Federated Hermes
Pennsylvania
$2.96M -$586K -2,597 -16%
MMA
559
Miracle Mile Advisors
California
$2.93M +$55.8K +247 +2%
KRSITF
560
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.93M -$210K -929 -6%
Cambridge Investment Research Advisors
561
Cambridge Investment Research Advisors
Iowa
$2.91M +$170K +755 +6%
SLI
562
Sumitomo Life Insurance
Japan
$2.89M -$129K -570 -4%
EF
563
Empowered Funds
Pennsylvania
$2.87M +$29.3K +130 +1%
VRM
564
Vectors Research Management
New York
$2.87M -$66.4K -294 -2%
FT
565
Fiduciary Trust
Massachusetts
$2.83M +$103K +457 +4%
CWM
566
Congress Wealth Management
Massachusetts
$2.82M +$124K +548 +4%
KPWS
567
Kestra Private Wealth Services
Texas
$2.82M +$242K +1,073 +9%
KB
568
Kimelman & Baird
New York
$2.8M
CIA
569
Concurrent Investment Advisors
Florida
$2.8M +$373K +1,651 +15%
SF
570
Summit Financial
New Jersey
$2.76M -$121K -537 -4%
ECM
571
Everence Capital Management
Indiana
$2.76M -$727K -3,220 -20%
RWA
572
River Wealth Advisors
Pennsylvania
$2.75M -$68.6K -304 -2%
DA
573
Drake & Associates
Wisconsin
$2.71M +$1.03M +4,545 +58%
PAG
574
Private Advisor Group
New Jersey
$2.71M -$95.5K -423 -3%
MNBTD
575
Moody National Bank Trust Division
Texas
$2.65M -$78.6K -348 -3%

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.