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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
SLI
651
Sumitomo Life Insurance
Japan
$1.64M -$1.04M -5,060 -38%
WC
652
Westerkirk Capital
$1.63M
BAM
653
Bayview Asset Management
Florida
$1.63M +$1.67M +8,100 New
EWM
654
Evercore Wealth Management
New York
$1.63M -$1.23K -6 -0.1%
A
655
AlphaQuest
New York
$1.63M +$858K +4,174 +107%
PS
656
Principal Securities
Iowa
$1.61M +$52.2K +254 +3%
NICM
657
Neo Ivy Capital Management
New York
$1.6M +$910K +4,426 +126%
SAM
658
Sompo Asset Management
Japan
$1.6M -$395K -1,920 -20%
CCG
659
Chatham Capital Group
Georgia
$1.58M -$238K -1,155 -13%
LIA
660
LS Investment Advisors
Michigan
$1.56M
LF
661
Lantz Financial
Illinois
$1.56M -$3.91K -19 -0.2%
CAAS
662
Capital Asset Advisory Services
Michigan
$1.55M +$485K +2,357 +44%
LNB
663
Ledyard National Bank
$1.55M -$30.4K -148 -2%
TPCW
664
TD Private Client Wealth
New York
$1.55M +$201K +979 +15%
OQS
665
Occudo Quantitative Strategies
Florida
$1.52M +$1.56M +7,565 New
ASN
666
Advisory Services Network
Georgia
$1.52M -$228K -1,109 -13%
NP
667
NorthRock Partners
Minnesota
$1.51M +$357K +1,738 +30%
TRCT
668
Tower Research Capital (TRC)
New York
$1.51M -$2.22M -10,818 -59%
SC
669
Savant Capital
Illinois
$1.49M -$224K -1,088 -13%
DWM
670
Dynasty Wealth Management
Florida
$1.49M -$1.44M -7,008 -49%
AWA
671
Arkadios Wealth Advisors
Georgia
$1.48M +$460K +2,236 +44%
IA
672
IFP Advisors
Florida
$1.48M +$88.2K +429 +6%
CSIC
673
Clifford Swan Investment Counsel
California
$1.48M -$34.6K -168 -2%
NAMNJ
674
NorthStar Asset Management (New Jersey)
New Jersey
$1.47M +$45.9K +223 +3%
TH
675
TCTC Holdings
Texas
$1.46M

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.