We are live on ! Find out more
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
FRA
726
Frank Rimerman Advisors
California
$1.11M +$537K +2,871 +92%
LIM
727
Longfellow Investment Management
Massachusetts
$1.1M +$293K +1,565 +36%
SW
728
Simplicity Wealth
New Jersey
$1.1M -$138K -736 -11%
PWMAG
729
Pinnacle Wealth Management Advisory Group
New Jersey
$1.09M +$184K +986 +20%
EWM
730
Elmwood Wealth Management
California
$1.09M +$26.9K +144 +3%
LCWP
731
Legacy Capital Wealth Partners
Arkansas
$1.08M +$112K +601 +11%
DAS
732
Diversify Advisory Services
Utah
$1.08M +$84.9K +454 +8%
HP
733
Havemeyer Place
Connecticut
$1.07M +$1.08M +5,787 New
NSB
734
Norway Savings Bank
Maine
$1.07M -$123K -660 -10%
SBFM
735
S-Bank Fund Management
Finland
$1.07M -$268K -1,436 -20%
S
736
SimplyRich
California
$1.06M -$374 -2 -0%
DDC
737
DF Dent & Co
Maryland
$1.06M +$7.1K +38 +0.7%
CAMV
738
Concord Asset Management (Virginia)
Virginia
$1.05M -$65.2K -349 -6%
CWP
739
Concord Wealth Partners
Virginia
$1.05M -$65.2K -349 -6%
LOWM
740
Laurel Oak Wealth Management
New Jersey
$1.05M +$1.06M +5,663 New
FTWA
741
Fifth Third Wealth Advisors
Ohio
$1.05M -$85.4K -457 -7%
NP
742
Nilsine Partners
Colorado
$1.03M +$52.5K +281 +5%
FCP
743
Fidelis Capital Partners
Florida
$1.03M -$70.5K -377 -6%
JWM
744
JGP Wealth Management
Oregon
$1.03M +$72.5K +388 +8%
CNBT
745
Canandaigua National Bank & Trust
New York
$1.03M +$131K +700 +14%
GI
746
GAMMA Investing
California
$1.03M -$130K -695 -11%
NRS
747
Neville Rodie & Shaw
New York
$1.03M
WPC
748
Wedmont Private Capital
Pennsylvania
$1.03M -$261K -1,398 -20%
IIC
749
Ironwood Investment Counsel
Arizona
$1.02M +$5.05K +27 +0.5%
SSWM
750
Smith Salley Wealth Management
North Carolina
$1.02M +$44.3K +237 +4%

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.