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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
LIA
676
LS Investment Advisors
Michigan
$1.36M -$75.3K -403 -5%
VF
677
Virtu Financial
New York
$1.36M +$337K +1,802 +33%
TH
678
TCTC Holdings
Texas
$1.34M
CSIC
679
Clifford Swan Investment Counsel
California
$1.34M -$19.6K -105 -1%
PS
680
Principal Securities
Iowa
$1.34M -$147K -789 -10%
GS
681
GTS Securities
New York
$1.34M +$856K +4,579 +174%
Capstone Investment Advisors
682
Capstone Investment Advisors
New York
$1.33M +$882K +4,719 +194%
NAMNJ
683
NorthStar Asset Management (New Jersey)
New Jersey
$1.32M -$31.8K -170 -2%
AWA
684
Arkadios Wealth Advisors
Georgia
$1.31M -$57.9K -310 -4%
ML
685
McAdam LLC
Pennsylvania
$1.3M -$1.31K -7 -0.1%
EFS
686
Essex Financial Services
Connecticut
$1.3M +$638K +3,411 +95%
QIM
687
Quantitative Investment Management
Virginia
$1.28M +$1.29M +6,888 New
WF
688
Welch & Forbes
Massachusetts
$1.27M -$17.4K -93 -1%
FAMI
689
Fideuram Asset Management (Ireland)
$1.26M +$1.01M +5,394 New
BWAM
690
Boyd Watterson Asset Management
Ohio
$1.26M +$15K +80 +1%
CCG
691
Chatham Capital Group
Georgia
$1.26M -$201K -1,075 -14%
UAML
692
US Asset Management LLC
Pennsylvania
$1.26M -$12.9K -69 -1%
WANY
693
Wealthspire Advisors (New York)
New York
$1.25M +$939K +5,024 +293%
WFA
694
WestHill Financial Advisors
California
$1.25M +$860K +4,599 +216%
RWP
695
RWA Wealth Partners
Massachusetts
$1.25M -$31K -166 -2%
RFP
696
RCS Financial Planning
Maryland
$1.24M -$37.4K -200 -3%
EI
697
EFG International
$1.24M +$1.25M +6,700 New
EWM
698
Empirical Wealth Management
Washington
$1.24M -$318K -1,701 -20%
UBG
699
United Bank (Georgia)
Georgia
$1.23M +$22.6K +121 +2%
AL
700
ARWA LLC
Texas
$1.23M +$1.24M +6,626 New

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.