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
CSPIA
826
Cary Street Partners Investment Advisory
Virginia
$856K +$29.3K +130 +3%
A
827
AlphaQuest
New York
$855K -$2.04M -9,025 -70%
PW
828
PUREfi Wealth
Massachusetts
$854K +$131K +582 +18%
MAM
829
MMA Asset Management
Pennsylvania
$853K +$89.4K +396 +11%
GT
830
Glenview Trust
Kentucky
$852K +$85.6K +379 +11%
PGWM
831
Parisi Gray Wealth Management
New Jersey
$849K +$226 +1 +0%
GCA
832
Genesee Capital Advisors
New York
$844K +$7.68K +34 +0.9%
MFGM
833
Marshall Financial Group (Maryland)
Maryland
$841K +$890K +3,944 New
NWAG
834
Net Worth Advisory Group
Utah
$840K -$22.6K -100 -3%
AWM
835
Aries Wealth Management
Maine
$839K
AIM
836
Aigen Investment Management
New York
$835K +$862K +3,820 New
PWPS
837
Pinnacle Wealth Planning Services
Ohio
$832K -$140K -622 -14%
MOS
838
MGO One Seven
Ohio
$831K -$339K -1,501 -28%
BFM
839
Boothbay Fund Management
New York
$830K -$1.21M -5,350 -59%
BEAM
840
Baker Ellis Asset Management
Washington
$828K
Walleye Trading
841
Walleye Trading
New York
$828K -$3.16M -14,015 -79%
NG
842
Novem Group
New York
$823K +$850K +3,765 New
GL
843
Graypoint LLC
New York
$823K +$18.3K +81 +2%
MGIA
844
Matthew Goff Investment Advisor
Texas
$822K
GWMR
845
GC Wealth Management RIA
Massachusetts
$822K +$634K +2,807 +295%
ACM
846
Allred Capital Management
Texas
$818K -$46.1K -204 -5%
NB
847
Nicolet Bankshares
Wisconsin
$812K +$155K +686 +23%
Empower Advisory Group
848
Empower Advisory Group
Colorado
$808K +$109K +485 +15%
FFS
849
Founders Financial Securities
Maryland
$808K -$86.2K -382 -9%
AFP
850
Ausdal Financial Partners
Iowa
$808K -$16.7K -74 -2%

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.