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MRSH

Marsh

1,586 hedge funds and large institutions have $80.9B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 526 increasing their positions, 642 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $131M | Put options by funds: $78.7M

27% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 169

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.98% more ownership

Funds ownership: 87.98%88.96% (+0.98%)

1% more funds holding

Funds holding: 1,5721,586 (+14)

7% less capital invested

Capital invested by funds: $87.2B → $80.9B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 642

Holders
1,586
Holders Change
+14
Holders Change %
+0.89%
% of All Funds
19.29%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
215
Increased
526
Reduced
642
Closed
169
Calls
$131M
Puts
$78.7M
Net Calls
+$52.7M
Net Calls Change
+$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
801
Center For Asset Management
Florida
$844K -$187K -1,002 -18%
BHWM
802
Bar Harbor Wealth Management
New Hampshire
$841K -$16.8K -90 -2%
VWM
803
Venturi Wealth Management
Texas
$834K -$20.7K -111 -2%
CFP
804
Cascade Financial Partners
California
$830K -$37.4K -200 -4%
BCM
805
Boltwood Capital Management
California
$830K -$10.1K -54 -1%
TCOT
806
Trust Company of Toledo
Ohio
$826K +$29.3K +157 +4%
TCBWMS
807
Texas Capital Bank Wealth Management Services
Texas
$826K -$81.3K -435 -9%
SMA
808
Sage Mountain Advisors
Georgia
$823K +$124K +663 +18%
MYIA
809
Mount Yale Investment Advisors
Colorado
$822K -$4.03M -21,578 -83%
CW
810
CreativeOne Wealth
Kansas
$817K -$1.1M -5,898 -57%
EWS
811
Evergreen Wealth Solutions
Pennsylvania
$812K +$818K +4,376 New
TGAM
812
TBH Global Asset Management
Tennessee
$811K -$22.1K -118 -3%
IAN
813
Integrated Advisors Network
Texas
$810K -$126K -676 -13%
FWCM
814
Ferguson Wellman Capital Management
Oregon
$807K -$213K -1,141 -21%
WSFS
815
Wilmington Savings Fund Society
Delaware
$799K -$470K -2,515 -37%
BEAM
816
Baker Ellis Asset Management
Washington
$799K -$245K -1,312 -23%
WWM
817
Western Wealth Management
Colorado
$797K +$748 +4 +0.1%
PFS
818
Prospera Financial Services
Texas
$793K -$1.55M -8,271 -66%
1C
819
111 Capital
France
$787K +$523K +2,798 +193%
RIA
820
Regal Investment Advisors
Michigan
$786K +$792K +4,236 New
NWAG
821
Net Worth Advisory Group
Utah
$778K +$82.1K +439 +12%
TTIC
822
Tower Trust & Investment Company
Iowa
$773K -$27.1K -145 -3%
MT
823
Midwest Trust
Kansas
$772K -$66.4K -355 -8%
GAG
824
GM Advisory Group
New York
$769K -$6.17K -33 -0.8%
CWM
825
Connecticut Wealth Management
Connecticut
$769K -$44.9K -240 -5%

MRSH Hedge Fund Activity: Q4 2025 in Review

1,586 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2025, worth a combined $80.9B — down 7.2% from $87.2B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new MRSH positions and 169 closed out — a net gain of 46 holders — while 526 added to existing stakes and 642 trimmed.

The largest buyer was Ninety One (UK), adding an estimated $410M. The largest seller was Capital Research Global Investors, cutting an estimated $350M.

  • 1,586 institutional investors held Marsh (MRSH) as of Q4 2025, up from 1,572 in Q3 2025.
  • Funds reported $80.9B of Marsh stock for Q4 2025, down 7.2% quarter-over-quarter.
  • 215 funds opened new Marsh positions in Q4 2025 and 169 closed out, a net change of +46 holders.
  • The largest Marsh buyer in Q4 2025 was Ninety One (UK), an estimated $410M added.
  • The largest Marsh seller in Q4 2025 was Capital Research Global Investors, an estimated $350M sold.

Based on aggregated 13F filings for Q4 2025.