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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
PWMAG
776
Pinnacle Wealth Management Advisory Group
New Jersey
$991K +$61.3K +298 +6%
TCBWMS
777
Texas Capital Bank Wealth Management Services
Texas
$985K +$44.2K +215 +5%
WI
778
WBI Investments
New Jersey
$984K +$1M +4,882 New
PAS
779
Parsonex Advisory Services
Colorado
$982K +$8.02K +39 +0.8%
AIP
780
Ameritas Investment Partners
Nebraska
$977K -$34.6K -168 -3%
CNBT
781
Canandaigua National Bank & Trust
New York
$975K -$823 -4 -0.1%
DAS
782
Diversify Advisory Services
Utah
$967K -$193K -939 -15%
CSPIA
783
Cary Street Partners Investment Advisory
Virginia
$964K +$179K +870 +22%
IAA
784
Independent Advisor Alliance
North Carolina
$963K -$27.4K -133 -3%
CI
785
Cigna Investments
Connecticut
$960K -$18.5K -90 -2%
FC
786
Fjell Capital
North Dakota
$958K +$15.6K +76 +2%
FNT
787
First National Trust
Pennsylvania
$949K -$515K -2,504 -35%
CGIM
788
Capital Group Investment Management
Singapore
$948K
BBL
789
Beck Bode LLC
Massachusetts
$945K -$2.67K -13 -0.3%
CFP
790
Cascade Financial Partners
California
$942K
AUB
791
Atlantic Union Bankshares
Virginia
$942K +$64.6K +314 +7%
WA
792
Waverly Advisors
Alabama
$937K +$131K +635 +16%
MPAM
793
Murphy Pohlad Asset Management
Minnesota
$936K
QPWM
794
Quadrant Private Wealth Management
Pennsylvania
$936K +$18.3K +89 +2%
BHWM
795
Bar Harbor Wealth Management
New Hampshire
$931K -$58K -282 -6%
AFP
796
Ausdal Financial Partners
Iowa
$928K +$188K +913 +25%
VWM
797
Venturi Wealth Management
Texas
$928K -$542K -2,637 -36%
BA
798
Bridgewater Advisors
New York
$916K +$9.26K +45 +0.9%
BCM
799
Boltwood Capital Management
California
$912K -$8.23K -40 -0.9%
MT
800
Midwest Trust
Kansas
$910K +$103K +501 +12%

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.