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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
AWA
751
Arkadios Wealth Advisors
Georgia
$1.12M +$428K +1,894 +59%
AC
752
AlphaCore Capital
California
$1.12M +$16.7K +74 +1%
HPIA
753
Hamilton Point Investment Advisors
North Carolina
$1.11M -$21.4K -95 -2%
SIA
754
SkyView Investment Advisors
New Jersey
$1.11M -$13.3K -59 -1%
GIC
755
Generali Investments CEE
Czech Republic
$1.11M
JWM
756
JGP Wealth Management
Oregon
$1.1M +$15.4K +68 +1%
AIP
757
Ameritas Investment Partners
Nebraska
$1.1M -$6.09K -27 -0.5%
T
758
TrueFG
Texas
$1.09M +$339K +1,500 +43%
Twin Tree Management
759
Twin Tree Management
Texas
$1.09M +$1.13M +4,984 New
LIM
760
Leavell Investment Management
Alabama
$1.09M +$99.1K +439 +10%
QWM
761
Quadcap Wealth Management
Texas
$1.09M +$82.4K +365 +8%
HPC
762
HM Payson & Co
Maine
$1.08M +$12K +53 +1%
IAA
763
Independent Advisor Alliance
North Carolina
$1.07M +$6.32K +28 +0.6%
MYAM
764
Meiji Yasuda Asset Management
Japan
$1.07M -$1.32M -5,849 -54%
BHWM
765
Bar Harbor Wealth Management
New Hampshire
$1.07M
FW
766
FullCircle Wealth
Texas
$1.07M +$29.3K +130 +2%
MCM
767
Manchester Capital Management
Vermont
$1.06M -$2.26K -10 -0.2%
GRP
768
Global Retirement Partners
California
$1.06M +$1.1M +4,867 New
CI
769
Cigna Investments
Connecticut
$1.06M -$20.8K -92 -2%
CNBT
770
Canandaigua National Bank & Trust
New York
$1.06M -$20.5K -91 -2%
PAS
771
Parsonex Advisory Services
Colorado
$1.06M +$1.09M +4,835 New
RCM
772
Regency Capital Management
Hawaii
$1.05M +$1.09M +4,809 New
BA
773
Bridgewater Advisors
New York
$1.04M -$10.6K -47 -0.9%
AA
774
Armis Advisers
Georgia
$1.04M +$323K +1,429 +41%
M
775
MATAURO
New York
$1.04M -$358K -1,584 -25%

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.