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MRSH

Marsh
MRSH

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: 17 → 18 (+1)

0.98% more ownership

Funds ownership: 87.98% → 88.96% (+0.98%)

1% more funds holding

Funds holding: 1,572 → 1,586 (+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

Top Buyers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$410M
2
Amundi
Amundi
France
+$353M
3
LCAM
London & Capital Asset Management
United Kingdom
+$315M
4
BlackRock
BlackRock
New York
+$310M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$281M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$350M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$266M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$247M
4
JIM
Jensen Investment Management
Oregon
-$247M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$244M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
701
Smithfield Trust
Pennsylvania
$1.23M – – –
BHPW
702
Beverly Hills Private Wealth
California
$1.22M -$22.2K -119 -2%
DL
703
Dockside LLC
New York
$1.22M +$1.23M +6,582 New
SCP
704
Sivia Capital Partners
California
$1.22M +$912K +4,878 +290%
SFA
705
Souders Financial Advisors
Ohio
$1.22M -$94.8K -507 -7%
RZH
706
Relyea Zuckerberg Hanson
Connecticut
$1.21M -$36.4K -195 -3%
CNC
707
Citizens & Northern Corp
Pennsylvania
$1.21M -$40.9K -219 -3%
PA
708
Parallel Advisors
California
$1.2M +$110K +587 +10%
SCM
709
Stevens Capital Management
Pennsylvania
$1.19M +$954K +5,105 +385%
IA
710
Integrity Alliance
Iowa
$1.19M +$207K +1,110 +21%
SI
711
Stephens Inc
Arkansas
$1.18M +$217K +1,162 +22%
BAM
712
Belpointe Asset Management
Nevada
$1.16M -$448K -2,395 -28%
EWA
713
EverSource Wealth Advisors
Alabama
$1.16M +$45.6K +244 +4%
PCM
714
Polymer Capital Management
New York
$1.15M -$1.45M -7,783 -56%
SAM
715
Sompo Asset Management
Japan
$1.15M -$322K -1,720 -22%
DCM
716
Donaldson Capital Management
Indiana
$1.15M -$769K -4,112 -40%
EB
717
Exchange Bank
California
$1.14M +$1.12K +6 +0.1%
AFA
718
AA Financial Advisors
Ohio
$1.14M +$108K +579 +10%
EC
719
EntryPoint Capital
New York
$1.13M – – –
WA1
720
Wimmer Associates 1
California
$1.12M -$28K -150 -2%
GWM
721
Graybill Wealth Management
Illinois
$1.12M – – –
AF
722
Allworth Financial
California
$1.12M +$171K +916 +18%
TSW
723
Thompson Siegel & Walmsley
Virginia
$1.12M – – –
HH
724
Hilltop Holdings
Texas
$1.12M -$737K -3,942 -39%
DADC
725
D.A. Davidson & Co
Montana
$1.12M +$284K +1,522 +34%
27 28
29
30 31

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.