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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
VFA
726
Valeo Financial Advisors
Indiana
$1.26M +$72.7K +322 +6%
DS
727
DRW Securities
Illinois
$1.26M +$1.3M +5,747 New
EWM
728
Elmwood Wealth Management
California
$1.25M +$226 +1 +0%
CFB
729
Cullen/Frost Bankers
Texas
$1.25M +$92.3K +409 +8%
OAM
730
Ostrum Asset Management
France
$1.25M -$37.3K -165 -3%
KCM
731
Kathmere Capital Management
Pennsylvania
$1.24M -$140K -620 -10%
MMHP
732
Murphy Middleton Hinkle & Parker
Georgia
$1.24M
PGFC
733
Peapack-Gladstone Financial Corp
New Jersey
$1.24M -$56.7K -251 -4%
FWCM
734
Ferguson Wellman Capital Management
Oregon
$1.24M -$37.5K -166 -3%
TAM
735
Trust Asset Management
Texas
$1.24M
RDWM
736
Red Door Wealth Management
Tennessee
$1.24M +$201K +891 +19%
RS
737
R Squared
Hong Kong
$1.23M +$1.27M +5,635 New
SWIG
738
Strategic Wealth Investment Group
Kentucky
$1.23M +$82.2K +364 +7%
BIG
739
Brooklyn Investment Group
New York
$1.23M +$101K +447 +9%
NRS
740
Neville Rodie & Shaw
New York
$1.21M
LCM
741
Landscape Capital Management
New Jersey
$1.19M -$2.94K -13 -0.2%
WPA
742
West Paces Advisors
Georgia
$1.19M +$12.2K +54 +1%
AFA
743
AA Financial Advisors
Ohio
$1.19M +$55.8K +247 +5%
IAN
744
Integrated Advisors Network
Texas
$1.19M +$20.5K +91 +2%
IA
745
Integrity Alliance
Iowa
$1.19M -$1.12M -4,975 -48%
DWT
746
Dorsey & Whitney Trust
South Dakota
$1.18M -$114K -505 -9%
CAAS
747
Capital Asset Advisory Services
Michigan
$1.16M -$284K -1,260 -19%
LWAM
748
Legacy Wealth Asset Management
Minnesota
$1.16M +$4.29K +19 +0.4%
CFAM
749
Center For Asset Management
Florida
$1.16M +$15.8K +70 +1%
BWS
750
Broadway Wealth Solutions
Texas
$1.12M

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.