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MRSH

Marsh

1,586 hedge funds and large institutions have $80.9B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 526 increasing their positions, 642 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $131M | Put options by funds: $78.7M

27% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 169

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.98% more ownership

Funds ownership: 87.98%88.96% (+0.98%)

1% more funds holding

Funds holding: 1,5721,586 (+14)

7% less capital invested

Capital invested by funds: $87.2B → $80.9B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 642

Holders
1,586
Holders Change
+14
Holders Change %
+0.89%
% of All Funds
19.29%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
215
Increased
526
Reduced
642
Closed
169
Calls
$131M
Puts
$78.7M
Net Calls
+$52.7M
Net Calls Change
+$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
626
V-Square Quantitative Management
Illinois
$1.74M -$199K -1,063 -10%
EWA
627
EP Wealth Advisors
California
$1.73M +$1.75M +9,338 New
VCM
628
Voleon Capital Management
California
$1.73M +$448K +2,399 +35%
CFG
629
Citizens Financial Group
Rhode Island
$1.7M -$130K -697 -7%
TE
630
Tema ETFs
New York
$1.69M -$4.49K -24 -0.3%
RWB
631
RMR Wealth Builders
New Jersey
$1.69M +$9.91K +53 +0.6%
TAP
632
Tounjian Advisory Partners
Florida
$1.68M +$1.7M +9,078 New
FRA
633
Front Row Advisors
California
$1.68M -$31.2K -167 -2%
IA
634
IFP Advisors
Florida
$1.68M +$324K +1,731 +24%
I
635
InceptionR
California
$1.67M +$1.68M +8,985 New
BHC
636
Bowen Hanes & Co
Florida
$1.65M -$607K -3,250 -27%
ICP
637
Impact Capital Partners
Colorado
$1.65M +$57K +305 +4%
GC
638
Grimes & Company
Massachusetts
$1.65M +$14.8K +79 +0.9%
MOS
639
MGO One Seven
Ohio
$1.65M +$523K +2,800 +46%
CAAS
640
Capital Asset Advisory Services
Michigan
$1.65M +$220K +1,175 +15%
TAM
641
Tealwood Asset Management
Minnesota
$1.64M -$5.98K -32 -0.4%
HBT
642
Hills Bank & Trust
Iowa
$1.64M -$308K -1,650 -16%
BMCM
643
Bryn Mawr Capital Management
Pennsylvania
$1.64M -$120K -642 -7%
RFC
644
Regions Financial Corp
Alabama
$1.64M -$78.7K -421 -5%
PI
645
PineBridge Investments
New York
$1.62M -$551K -2,948 -25%
SAM
646
Smartleaf Asset Management
Massachusetts
$1.61M +$1.5K +8 +0.1%
SC
647
Savant Capital
Illinois
$1.6M +$227K +1,214 +16%
Daiwa Securities Group
648
Daiwa Securities Group
Japan
$1.6M +$420K +2,247 +3%
BF
649
BOK Financial
Oklahoma
$1.6M -$538K -2,878 -25%
MNBTD
650
Moody National Bank Trust Division
Texas
$1.59M -$681K -3,644 -30%

MRSH Hedge Fund Activity: Q4 2025 in Review

1,586 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2025, worth a combined $80.9B — down 7.2% from $87.2B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new MRSH positions and 169 closed out — a net gain of 46 holders — while 526 added to existing stakes and 642 trimmed.

The largest buyer was Ninety One (UK), adding an estimated $410M. The largest seller was Capital Research Global Investors, cutting an estimated $350M.

  • 1,586 institutional investors held Marsh (MRSH) as of Q4 2025, up from 1,572 in Q3 2025.
  • Funds reported $80.9B of Marsh stock for Q4 2025, down 7.2% quarter-over-quarter.
  • 215 funds opened new Marsh positions in Q4 2025 and 169 closed out, a net change of +46 holders.
  • The largest Marsh buyer in Q4 2025 was Ninety One (UK), an estimated $410M added.
  • The largest Marsh seller in Q4 2025 was Capital Research Global Investors, an estimated $350M sold.

Based on aggregated 13F filings for Q4 2025.