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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
BS
751
Banco Santander
Spain
$1.06M -$504K -2,450 -32%
LCWP
752
Legacy Capital Wealth Partners
Arkansas
$1.06M +$271K +1,316 +34%
SI
753
Stephens Inc
Arkansas
$1.05M +$265K +1,289 +33%
DWT
754
Dorsey & Whitney Trust
South Dakota
$1.05M -$42K -204 -4%
KCM
755
Kathmere Capital Management
Pennsylvania
$1.05M -$103K -503 -9%
AF
756
Allworth Financial
California
$1.03M +$98.9K +481 +10%
BWS
757
Broadway Wealth Solutions
Texas
$1.03M
HPIA
758
Hamilton Point Investment Advisors
North Carolina
$1.03M +$9.67K +47 +0.9%
JWM
759
JGP Wealth Management
Oregon
$1.03M +$25.9K +126 +3%
MMHP
760
Murphy Middleton Hinkle & Parker
Georgia
$1.03M
Federated Hermes
761
Federated Hermes
Pennsylvania
$1.02M -$1.74M -8,453 -63%
SIA
762
SkyView Investment Advisors
New Jersey
$1.02M -$9.46K -46 -0.9%
RIM
763
Rakuten Investment Management
Japan
$1.02M +$614K +2,987 New
IAN
764
Integrated Advisors Network
Texas
$1.02M -$81.7K -397 -7%
OC
765
Oppenheimer & Co
New York
$1.01M -$189K -918 -15%
LIM
766
Leavell Investment Management
Alabama
$1.01M +$4.53K +22 +0.4%
T
767
TrueFG
Texas
$1.01M
PCP
768
Perbak Capital Partners
United Kingdom
$1.01M +$1.03M +4,996 New
GRP
769
Global Retirement Partners
California
$1.01M +$24.7K +120 +2%
AFS
770
Access Financial Services
Minnesota
$1M -$426K -2,070 -29%
FW
771
FullCircle Wealth
Texas
$1M +$37.4K +182 +3%
TAMH
772
Taikang Asset Management (HK)
Hong Kong
$1M +$1.02M +4,965 New
HPC
773
HM Payson & Co
Maine
$998K +$823 +4 +0.1%
QWM
774
Quadcap Wealth Management
Texas
$995K -$6.17K -30 -0.6%
CIC
775
Chilton Investment Company
Connecticut
$994K +$348K +1,694 +52%

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.