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MRSH

Marsh

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: 1,6061,572 (-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: 1917 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
626
Clearstead Advisors
Ohio
$1.84M +$217K +1,057 +13%
TE
627
Tema ETFs
New York
$1.84M +$1.88M +9,141 New
RWB
628
RMR Wealth Builders
New Jersey
$1.83M -$76.7K -373 -4%
SWM
629
Spire Wealth Management
Virginia
$1.81M +$1.2M +5,852 +186%
SC
630
Syon Capital
California
$1.81M +$113K +550 +7%
TAM
631
Tealwood Asset Management
Minnesota
$1.79M -$77.3K -376 -4%
GT
632
Greenleaf Trust
Michigan
$1.78M -$138K -671 -7%
IA
633
IAM Advisory
Pennsylvania
$1.78M +$47.9K +233 +3%
FBB
634
Fulton Breakefield Broenniman
Maryland
$1.78M -$11.7M -56,878 -87%
GC
635
Grimes & Company
Massachusetts
$1.77M -$5.14K -25 -0.3%
BAM
636
Belpointe Asset Management
Nevada
$1.75M +$820K +3,987 +85%
MK
637
MASTERINVEST Kapitalanlage
$1.74M -$72.8K -354 -4%
BTWM
638
Brass Tax Wealth Management
Ohio
$1.73M +$1.23K +6 +0.1%
ICP
639
Impact Capital Partners
Colorado
$1.73M +$44K +214 +3%
MWM
640
Mission Wealth Management
California
$1.72M -$19.3K -94 -1%
SAM
641
Smartleaf Asset Management
Massachusetts
$1.71M +$447K +2,174 +34%
PBT
642
Pictet Bank & Trust
Bahamas
$1.69M
EWM
643
Empirical Wealth Management
Washington
$1.69M +$36.6K +178 +2%
DWA
644
Delap Wealth Advisory
Oregon
$1.68M -$251K -1,222 -13%
PS
645
Pensionfund Sabic
Netherlands
$1.67M
FCBT
646
First Citizens Bank & Trust
North Carolina
$1.67M -$545K -2,649 -24%
PGAM
647
Princeton Global Asset Management
New Jersey
$1.66M -$272K -1,321 -14%
MCM
648
MAI Capital Management
Ohio
$1.66M +$2.06K +10 +0.1%
DBIA
649
Dumont & Blake Investment Advisors
New Jersey
$1.65M -$12.1K -59 -0.7%
DA
650
Dover Advisors
Virginia
$1.65M +$1.05M +5,081 +164%

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.