We are live on ! Find out more
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
SBFM
676
S-Bank Fund Management
Finland
$1.45M -$19.3K -94 -1%
WPC
677
Wedmont Private Capital
Pennsylvania
$1.43M -$151K -734 -9%
GF
678
Gries Financial
Ohio
$1.42M +$92.3K +449 +7%
SFA
679
Souders Financial Advisors
Ohio
$1.42M -$94.2K -458 -6%
ML
680
McAdam LLC
Pennsylvania
$1.41M -$291K -1,414 -17%
JSW
681
Journey Strategic Wealth
New Jersey
$1.4M -$15.8K -77 -1%
WF
682
Welch & Forbes
Massachusetts
$1.4M -$97.7K -475 -6%
VCM
683
Voleon Capital Management
California
$1.4M -$92.3K -449 -6%
RFP
684
RCS Financial Planning
Maryland
$1.39M -$206 -1 -0%
RWP
685
RWA Wealth Partners
Massachusetts
$1.39M -$264K -1,285 -16%
UAML
686
US Asset Management LLC
Pennsylvania
$1.38M
WSFS
687
Wilmington Savings Fund Society
Delaware
$1.38M -$696K -3,384 -33%
DFCM
688
Dark Forest Capital Management
Puerto Rico
$1.37M +$1.4M +6,802 New
RZH
689
Relyea Zuckerberg Hanson
Connecticut
$1.36M -$136K -663 -9%
CNC
690
Citizens & Northern Corp
Pennsylvania
$1.36M +$4.73K +23 +0.3%
PA
691
Profund Advisors
Maryland
$1.36M +$123K +596 +10%
BHPW
692
Beverly Hills Private Wealth
California
$1.35M -$46.5K -226 -3%
BWAM
693
Boyd Watterson Asset Management
Ohio
$1.35M +$13.6K +66 +1%
VVP
694
Venture Visionary Partners
Ohio
$1.35M +$4.73K +23 +0.3%
SW
695
Simplicity Wealth
New Jersey
$1.34M -$1.43M -6,976 -51%
FFA
696
Farther Finance Advisors
California
$1.34M +$484K +2,354 +55%
SC
697
Stance Capital
Massachusetts
$1.33M +$131K +637 +11%
ST
698
Smithfield Trust
Pennsylvania
$1.33M
UBG
699
United Bank (Georgia)
Georgia
$1.31M +$38K +185 +3%
ET
700
Equitable Trust
Tennessee
$1.31M +$1.33M +6,478 New

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.