We are live on ! Find out more
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
CAG
776
Csenge Advisory Group
Florida
$1.03M -$50.6K -224 -5%
CGIM
777
Capital Group Investment Management
Singapore
$1.03M
BBL
778
Beck Bode LLC
Massachusetts
$1.03M -$21.4K -95 -2%
PP
779
PDS Planning
Ohio
$1.03M +$324K +1,434 +44%
BAM
780
Belpointe Asset Management
Nevada
$1.02M -$677 -3 -0.1%
Balyasny Asset Management
781
Balyasny Asset Management
Illinois
$1.02M +$290K +1,283 +38%
FC
782
Fjell Capital
North Dakota
$1.02M +$7.9K +35 +0.8%
CFP
783
Cascade Financial Partners
California
$1.02M
TCBWMS
784
Texas Capital Bank Wealth Management Services
Texas
$1.02M +$55.5K +246 +6%
SFS
785
Sowell Financial Services
Arkansas
$1.02M +$150K +664 +17%
AF
786
Allworth Financial
California
$1.02M +$188K +831 +22%
MPAM
787
Murphy Pohlad Asset Management
Minnesota
$1.02M
PWMAG
788
Pinnacle Wealth Management Advisory Group
New Jersey
$1.01M +$22.6K +100 +2%
AC
789
Annandale Capital
Texas
$1.01M +$1.04M +4,600 New
PCM
790
Polymer Capital Management
New York
$1M +$1.04M +4,586 New
BCM
791
Boltwood Capital Management
California
$999K -$12.4K -55 -1%
QPWM
792
Quadrant Private Wealth Management
Pennsylvania
$996K +$4.29K +19 +0.4%
CWM
793
Connecticut Wealth Management
Connecticut
$994K -$23.7K -105 -2%
DADC
794
D.A. Davidson & Co
Montana
$975K -$70.4K -312 -7%
1M
795
1248 Management
Missouri
$972K
ACM
796
Advance Capital Management
Michigan
$963K +$25.1K +111 +3%
Walleye Capital
797
Walleye Capital
New York
$961K +$992K +4,394 New
TCOT
798
Trust Company of Toledo
Ohio
$958K -$677 -3 -0.1%
WWM
799
Western Wealth Management
Colorado
$957K +$64.8K +287 +7%
AUB
800
Atlantic Union Bankshares
Virginia
$953K +$67.7K +300 +7%

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.