We are live on ! Find out more
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
DDC
701
DF Dent & Co
Maryland
$1.37M +$330K +1,462 +30%
FTWA
702
Fifth Third Wealth Advisors
Ohio
$1.37M -$208K -921 -13%
FIM
703
Freedom Investment Management
Connecticut
$1.36M +$168K +746 +14%
WA1
704
Wimmer Associates 1
California
$1.36M +$11.3K +50 +0.8%
EB
705
Exchange Bank
California
$1.35M -$16.9K -75 -1%
PA
706
Profund Advisors
Maryland
$1.34M -$160K -710 -10%
CTA
707
Chesley Taft & Associates
Illinois
$1.34M +$4.74K +21 +0.3%
LI
708
LMCG Investments
Massachusetts
$1.33M -$148K -656 -10%
GWM
709
Graybill Wealth Management
Illinois
$1.32M
TSW
710
Thompson Siegel & Walmsley
Virginia
$1.32M -$1.35K -6 -0.1%
FPAS
711
Focus Partners Advisor Solutions
Missouri
$1.32M -$428K -1,896 -24%
CWP
712
Concord Wealth Partners
Virginia
$1.32M -$3.39K -15 -0.2%
CAMV
713
Concord Asset Management (Virginia)
Virginia
$1.32M
SC
714
Stance Capital
Massachusetts
$1.31M +$1.35M +5,985 New
DAS
715
Diversify Advisory Services
Utah
$1.31M +$1.44M +6,396 New
OC
716
Oppenheimer & Co
New York
$1.3M +$24.2K +107 +2%
IIC
717
Ironwood Investment Counsel
Arizona
$1.29M +$34.1K +151 +3%
EWA
718
EverSource Wealth Advisors
Alabama
$1.29M +$33.4K +148 +3%
OBAM
719
ODDO BHF Asset Management
France
$1.29M -$1.62M -7,157 -55%
PFG
720
Prosperity Financial Group
California
$1.28M +$3.16K +14 +0.2%
S
721
SimplyRich
California
$1.28M -$83.8K -371 -6%
WFI
722
West Family Investments
California
$1.28M +$221K +980 +20%
SWP
723
Sagespring Wealth Partners
Tennessee
$1.27M -$63.9K -283 -5%
FCP
724
Fidelis Capital Partners
Florida
$1.27M +$4.29K +19 +0.3%
NP
725
NorthRock Partners
Minnesota
$1.26M +$111K +493 +9%

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.