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MRSH

Marsh
MRSH

1,572 hedge funds and large institutions have $87.2B invested in Marsh in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 559 increasing their positions, 607 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $125M | Put options by funds: $113M

5% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 154

8% less repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 607

2% less funds holding

Funds holding: 1,606 → 1,572 (-34)

2.83% less ownership

Funds ownership: 90.81% → 87.98% (-2.8%)

10% less capital invested

Capital invested by funds: $97.1B → $87.2B (-$9.93B)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

Holders
1,572
Holders Change
-34
Holders Change %
-2.12%
% of All Funds
20.63%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
147
Increased
559
Reduced
607
Closed
154
Calls
$125M
Puts
$113M
Net Calls
+$12M
Net Calls Change
-$18.8M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$402M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$282M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$259M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$253M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$181M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$737M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$348M
3
BlackRock
BlackRock
New York
-$306M
4
Amundi
Amundi
France
-$291M
5
NLI
Nippon Life Insurance
Japan
-$270M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
601
Sageworth Trust
Pennsylvania
$2.1M +$2.14M +10,405 New
RWM
602
Ritholtz Wealth Management
New York
$2.09M -$57.2K -278 -3%
CW
603
CreativeOne Wealth
Kansas
$2.08M -$5.09M -24,769 -71%
DCM
604
Donaldson Capital Management
Indiana
$2.07M -$50M -243,054 -96%
TC
605
TwinBeech Capital
New York
$2.07M -$13.6M -66,252 -87%
BCWM
606
Bartlett & Co Wealth Management
Ohio
$2.06M -$34.6K -168 -2%
PA
607
Pinnacle Associates
New York
$2.06M +$63.1K +307 +3%
ATPW
608
Ashton Thomas Private Wealth
Arizona
$2.05M +$458K +2,225 +28%
FFS
609
Founders Financial Securities
Maryland
$2.04M +$1.33M +6,451 +175%
LNWWM
610
Laird Norton Wetherby Wealth Management
California
$2.04M -$1.44K -7 -0.1%
CK
611
Cohen Klingenstein
New York
$2.02M – – –
WAP
612
Wealthcare Advisory Partners
Pennsylvania
$2.01M +$13.6K +66 +0.7%
HH
613
Hilltop Holdings
Texas
$2.01M +$119K +577 +6%
WA
614
Wealth Alliance
New York
$1.99M +$146K +711 +8%
CFG
615
Citizens Financial Group
Rhode Island
$1.99M +$430K +2,091 +27%
CC
616
Courier Capital
New York
$1.99M +$4.53K +22 +0.2%
KC
617
Kepler Cheuvreux
$1.98M +$2.02M +9,834 New
MAS
618
Meeder Advisory Services
Ohio
$1.92M +$47.1K +229 +2%
PCM
619
Palouse Capital Management
Washington
$1.92M +$1.96M +9,525 New
BMCM
620
Bryn Mawr Capital Management
Pennsylvania
$1.91M +$631K +3,070 +48%
Jones Financial Companies
621
Jones Financial Companies
Missouri
$1.9M +$206K +1,000 +12%
Balyasny Asset Management
622
Balyasny Asset Management
Illinois
$1.9M +$971K +4,719 +101%
BP
623
Ballentine Partners
Massachusetts
$1.89M -$97.7K -475 -5%
RFC
624
Regions Financial Corp
Alabama
$1.86M -$87K -423 -4%
FRA
625
Front Row Advisors
California
$1.86M – – –
23 24
25
26 27

MRSH Hedge Fund Activity: Q3 2025 in Review

1,572 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2025, worth a combined $87.2B — down 10% from $97.1B a quarter earlier.

Sellers outnumbered buyers: 154 funds closed out of MRSH and 147 opened new positions — a net loss of 7 holders — while 607 trimmed existing stakes and 559 added.

The largest buyer was ClearBridge Investments, adding an estimated $402M. The largest seller was Fidelity Investments, cutting an estimated $737M.

  • 1,572 institutional investors held Marsh (MRSH) as of Q3 2025, down from 1,606 in Q2 2025.
  • Funds reported $87.2B of Marsh stock for Q3 2025, down 10% quarter-over-quarter.
  • 147 funds opened new Marsh positions in Q3 2025 and 154 closed out, a net change of -7 holders.
  • The largest Marsh buyer in Q3 2025 was ClearBridge Investments, an estimated $402M added.
  • The largest Marsh seller in Q3 2025 was Fidelity Investments, an estimated $737M sold.

Based on aggregated 13F filings for Q3 2025.