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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
LNB
651
Ledyard National Bank
$1.71M +$79.2K +351 +5%
CFG
652
Citizens Financial Group
Rhode Island
$1.7M -$110K -486 -6%
LF
653
Lantz Financial
Illinois
$1.7M -$452 -2 -0%
PS
654
Principal Securities
Iowa
$1.69M +$300K +1,330 +21%
LIA
655
LS Investment Advisors
Michigan
$1.69M
BS
656
Banco Santander
Spain
$1.68M +$298K +1,318 +21%
MTC
657
Matrix Trust Company
Colorado
$1.67M
IA
658
IFP Advisors
Florida
$1.67M -$130K -576 -8%
HIC
659
Hartline Investment Corp
Illinois
$1.66M -$486K -2,151 -22%
WPC
660
Wedmont Private Capital
Pennsylvania
$1.66M -$21.7K -96 -1%
UF
661
Univest Financial
Pennsylvania
$1.66M -$243K -1,076 -12%
SFA
662
Souders Financial Advisors
Ohio
$1.64M -$286K -1,265 -14%
CSIC
663
Clifford Swan Investment Counsel
California
$1.64M -$32.1K -142 -2%
WF
664
Welch & Forbes
Massachusetts
$1.62M +$382K +1,692 +30%
RZH
665
Relyea Zuckerberg Hanson
Connecticut
$1.62M +$11.3K +50 +0.7%
VCM
666
Voleon Capital Management
California
$1.61M -$8.95M -39,665 -84%
CIBC World Market
667
CIBC World Market
Ontario, Canada
$1.6M -$15.9M -70,505 -91%
SBFM
668
S-Bank Fund Management
Finland
$1.6M -$122K -540 -7%
TH
669
TCTC Holdings
Texas
$1.58M
VWM
670
Venturi Wealth Management
Texas
$1.58M -$58.2K -258 -3%
FNT
671
First National Trust
Pennsylvania
$1.58M -$226 -1 -0%
NAMNJ
672
NorthStar Asset Management (New Jersey)
New Jersey
$1.55M +$130K +576 +9%
AFS
673
Access Financial Services
Minnesota
$1.54M +$42K +186 +3%
JSW
674
Journey Strategic Wealth
New Jersey
$1.54M +$569K +2,521 +56%
BHPW
675
Beverly Hills Private Wealth
California
$1.52M -$45.4K -201 -3%

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.