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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
DADC
801
D.A. Davidson & Co
Montana
$910K +$11.1K +54 +1%
AC
802
AlphaCore Capital
California
$906K -$127K -617 -12%
TGAM
803
TBH Global Asset Management
Tennessee
$905K +$204K +990 +28%
RF
804
Rossby Financial
Florida
$904K +$69.9K +340 +8%
SFS
805
Sowell Financial Services
Arkansas
$901K -$40.1K -195 -4%
P
806
Pitcairn
Pennsylvania
$894K -$1.19M -5,806 -57%
BWM
807
BAM Wealth Management
Colorado
$892K +$911K +4,428 New
CWM
808
Connecticut Wealth Management
Connecticut
$884K -$33.7K -164 -4%
LIM
809
Longfellow Investment Management
Massachusetts
$882K +$897K +4,361 +25,653%
TTIC
810
Tower Trust & Investment Company
Iowa
$869K -$4.94K -24 -0.6%
CCG
811
Ceeto Capital Group
Florida
$867K
TCOT
812
Trust Company of Toledo
Ohio
$866K -$17.9K -87 -2%
WWM
813
Western Wealth Management
Colorado
$865K -$17.5K -85 -2%
FFM
814
Forum Financial Management
Illinois
$862K +$141K +686 +19%
LFM
815
LGT Fund Management
Liechtenstein
$858K +$146K +710 +20%
KLCM
816
KG&L Capital Management
Louisiana
$854K +$872K +4,239 New
MFGM
817
Marshall Financial Group (Maryland)
Maryland
$853K +$59K +287 +7%
GAG
818
GM Advisory Group
New York
$842K -$7.4K -36 -0.9%
PP
819
PDS Planning
Ohio
$841K -$107K -518 -11%
MCM
820
Mattern Capital Management
Colorado
$839K +$177K +862 +26%
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$838K +$8.84K +43 +1%
PW
822
PUREfi Wealth
Massachusetts
$837K +$51.2K +249 +6%
IWC
823
Integrated Wealth Concepts
Massachusetts
$836K +$199K +968 +30%
MA
824
Mutual Advisors
Nebraska
$832K +$152K +738 +20%
GIC
825
Generali Investments CEE
Czech Republic
$832K -$192K -933 -18%

MRSH Hedge Fund Activity: Q3 2025 in Review

1,572 of the 7,620 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.