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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
BC
726
Bridgefront Capital
Texas
$1.16M +$1.19M +5,763 New
BIG
727
Brooklyn Investment Group
New York
$1.16M -$56.6K -275 -5%
S
728
SimplyRich
California
$1.16M -$25.9K -126 -2%
EWM
729
Elmwood Wealth Management
California
$1.15M
DDC
730
DF Dent & Co
Maryland
$1.15M -$119K -581 -9%
TAM
731
Trust Asset Management
Texas
$1.14M
CA
732
Commerzbank Aktiengesellschaft
Germany
$1.14M -$3.87M -18,800 -77%
BEAM
733
Baker Ellis Asset Management
Washington
$1.13M +$376K +1,830 +48%
SWP
734
Sagespring Wealth Partners
Tennessee
$1.13M -$42.6K -207 -4%
CFB
735
Cullen/Frost Bankers
Texas
$1.13M -$24.3K -118 -2%
WPA
736
West Paces Advisors
Georgia
$1.12M +$18.7K +91 +2%
CFAM
737
Center For Asset Management
Florida
$1.12M +$19.5K +95 +2%
AFA
738
AA Financial Advisors
Ohio
$1.12M +$20.8K +101 +2%
VF
739
Virtu Financial
New York
$1.11M -$1.06M -5,175 -48%
NRS
740
Neville Rodie & Shaw
New York
$1.11M
IIC
741
Ironwood Investment Counsel
Arizona
$1.11M -$83.1K -404 -7%
FWCM
742
Ferguson Wellman Capital Management
Oregon
$1.11M -$35K -170 -3%
VFA
743
Valeo Financial Advisors
Indiana
$1.1M -$59.9K -291 -5%
TI
744
Trexquant Investment
Connecticut
$1.1M -$23.7M -115,124 -95%
FFO
745
Fiduciary Family Office
Florida
$1.07M +$227K +1,105 +26%
IA
746
Integrity Alliance
Iowa
$1.07M -$25.1K -122 -2%
PFG
747
Prosperity Financial Group
California
$1.07M -$117K -571 -10%
NP
748
Nilsine Partners
Colorado
$1.07M +$264K +1,286 +32%
SSWM
749
Smith Salley Wealth Management
North Carolina
$1.06M +$400K +1,947 +58%
CCA
750
Checchi Capital Advisers
California
$1.06M -$246K -1,195 -19%

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.