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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
JF
626
Jump Financial
Illinois
$1.93M -$5.35M -23,694 -73%
MWM
627
Mission Wealth Management
California
$1.89M +$6.55K +29 +0.3%
IA
628
IAM Advisory
Pennsylvania
$1.88M +$84K +372 +5%
BTWM
629
Brass Tax Wealth Management
Ohio
$1.88M +$1.35K +6 +0.1%
SAM
630
Shell Asset Management
Netherlands
$1.88M +$633K +2,806 +49%
SC
631
Savant Capital
Illinois
$1.86M +$70.4K +312 +4%
Jones Financial Companies
632
Jones Financial Companies
Missouri
$1.85M +$614K +2,718 +47%
SC
633
Syon Capital
California
$1.84M +$81.9K +363 +4%
ML
634
McAdam LLC
Pennsylvania
$1.84M +$1.01M +4,476 +113%
PBT
635
Pictet Bank & Trust
Bahamas
$1.84M
ICP
636
Impact Capital Partners
Colorado
$1.83M +$27.5K +122 +1%
EWA
637
EP Wealth Advisors
California
$1.82M +$15.6K +69 +0.8%
PS
638
Pensionfund Sabic
Netherlands
$1.81M -$45.2K -200 -2%
DBIA
639
Dumont & Blake Investment Advisors
New Jersey
$1.8M -$90.5K -401 -5%
MCM
640
MAI Capital Management
Ohio
$1.8M +$189K +838 +11%
EWM
641
Empirical Wealth Management
Washington
$1.79M +$241K +1,068 +15%
RWP
642
RWA Wealth Partners
Massachusetts
$1.79M +$64.1K +284 +4%
PFS
643
Prospera Financial Services
Texas
$1.79M +$1.19M +5,266 +182%
WC
644
Westerkirk Capital
$1.77M +$1.83M +8,110 New
EWM
645
Evercore Wealth Management
New York
$1.77M
TSS
646
Two Sigma Securities
New York
$1.77M +$1.83M +8,094 New
CA
647
Clearstead Advisors
Ohio
$1.77M +$165K +730 +10%
TPM
648
Triasima Portfolio Management
Quebec, Canada
$1.75M -$3.92M -17,375 -68%
ATPW
649
Ashton Thomas Private Wealth
Arizona
$1.74M +$280K +1,240 +18%
ASN
650
Advisory Services Network
Georgia
$1.72M -$3.61K -16 -0.2%

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.