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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
PGCM
576
Prescott Group Capital Management
Oklahoma
$2.6M -$36.1K -160 -1%
KAS
577
Kestra Advisory Services
Texas
$2.6M -$1.5M -6,651 -36%
VPI
578
Value Partners Investments
Manitoba, Canada
$2.6M +$203K +900 +8%
HF
579
HRT Financial
New York
$2.58M -$5.18M -22,931 -66%
HCM
580
Howland Capital Management
Massachusetts
$2.55M -$67.7K -300 -3%
SC
581
Soundwatch Capital
Connecticut
$2.54M +$579M +2,565,037 New
TG
582
TCW Group
California
$2.53M +$35.2K +156 +1%
GSC
583
G&S Capital
Colorado
$2.5M -$37.9K -168 -1%
Financial Engines Advisors
584
Financial Engines Advisors
California
$2.47M -$4.23M -18,720 -62%
HSA
585
HBK Sorce Advisory
Pennsylvania
$2.42M -$155K -686 -6%
PFA
586
Peak Financial Advisors
Colorado
$2.39M +$2.47M +10,934 New
FCBT
587
First Citizens Bank & Trust
North Carolina
$2.39M -$907K -4,017 -27%
BF
588
BOK Financial
Oklahoma
$2.39M -$10.2K -45 -0.4%
MSA
589
MUFG Securities Americas
New York
$2.39M +$503K +2,226 +26%
VF
590
Virtu Financial
New York
$2.34M +$2.42M +10,708 New
TA
591
TKG Advisors
Indiana
$2.34M +$105K +464 +5%
HBT
592
Hills Bank & Trust
Iowa
$2.33M +$19.4K +86 +0.8%
RWM
593
Ritholtz Wealth Management
New York
$2.33M +$74.3K +329 +3%
STA
594
Summit Trail Advisors
New York
$2.29M +$2.37M +10,484 New
BCWM
595
Bartlett & Co Wealth Management
Ohio
$2.27M -$14.2K -63 -0.6%
P
596
Pitcairn
Pennsylvania
$2.24M -$387K -1,714 -14%
WSFS
597
Wilmington Savings Fund Society
Delaware
$2.23M +$15.4K +68 +0.7%
EBT
598
Enterprise Bank & Trust
Massachusetts
$2.23M -$4.06K -18 -0.2%
BJL
599
Brighton Jones LLC
Washington
$2.23M +$20.1K +89 +0.9%
LNWWM
600
Laird Norton Wetherby Wealth Management
California
$2.22M +$2.29M +10,145 New

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.