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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
HAG
601
HighPoint Advisor Group
Illinois
$2.21M -$75.4K -334 -3%
S
602
SignatureFD
Georgia
$2.21M +$27.3K +121 +1%
CK
603
Cohen Klingenstein
New York
$2.19M
CAM
604
Cresset Asset Management
Illinois
$2.17M -$1.62M -7,197 -42%
WAP
605
Wealthcare Advisory Partners
Pennsylvania
$2.17M -$72.2K -320 -3%
PA
606
Pinnacle Associates
New York
$2.16M +$29.3K +130 +1%
VSQM
607
V-Square Quantitative Management
Illinois
$2.16M -$1.31M -5,796 -37%
BP
608
Ballentine Partners
Massachusetts
$2.15M +$71.3K +316 +3%
CC
609
Courier Capital
New York
$2.15M -$228K -1,009 -9%
SAM
610
Sompo Asset Management
Japan
$2.15M -$470K -2,080 -17%
RFC
611
Regions Financial Corp
Alabama
$2.11M -$82.6K -366 -4%
NRD
612
Nebula Research & Development
New York
$2.11M +$2.18M +9,651 New
DWA
613
Delap Wealth Advisory
Oregon
$2.09M -$677 -3 -0%
PGAM
614
Princeton Global Asset Management
New Jersey
$2.09M +$651K +2,883 +43%
GT
615
Greenleaf Trust
Michigan
$2.08M -$273K -1,210 -11%
RWB
616
RMR Wealth Builders
New Jersey
$2.06M -$14.9K -66 -0.7%
HH
617
Hilltop Holdings
Texas
$2.06M -$2.94K -13 -0.1%
MAS
618
Meeder Advisory Services
Ohio
$2.03M +$98.4K +436 +5%
TAM
619
Tealwood Asset Management
Minnesota
$2.02M -$62.1K -275 -3%
FRA
620
Front Row Advisors
California
$2.02M -$34.3K -152 -2%
WA
621
Wealth Alliance
New York
$2.01M +$118K +523 +6%
CCG
622
Chatham Capital Group
Georgia
$1.97M -$53.1K -235 -3%
MK
623
MASTERINVEST Kapitalanlage
$1.97M +$2.03M +8,995 New
QI
624
Qtron Investments
Massachusetts
$1.94M
GC
625
Grimes & Company
Massachusetts
$1.93M -$24.2K -107 -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.