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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
BCM
826
Bayesian Capital Management
New York
$826K +$843K +4,100 New
AA
827
Armis Advisers
Georgia
$821K -$80.8K -393 -8%
WWA
828
Wingate Wealth Advisors
Massachusetts
$814K +$3.7K +18 +0.4%
MAM
829
MMA Asset Management
Pennsylvania
$809K +$23.2K +113 +3%
JHP
830
James Hambro & Partners
United Kingdom
$797K +$335K +1,627 +70%
NG
831
Novem Group
New York
$796K +$38.5K +187 +5%
SWA
832
SFMG Wealth Advisors
Texas
$796K -$206 -1 -0%
V
833
VeraBank
Texas
$795K -$41.1K -200 -5%
CBA
834
Coastal Bridge Advisors
Connecticut
$794K -$31.5K -153 -4%
EIM
835
Essex Investment Management
Massachusetts
$793K
KWA
836
Kondo Wealth Advisors
California
$792K -$9.05K -44 -1%
CT
837
Caldwell Trust
Florida
$791K +$64K +311 +9%
ANTB
838
AMG National Trust Bank
Colorado
$790K -$30K -146 -4%
TI
839
TrueMark Investments
Illinois
$788K +$424K +2,060 +111%
PGWM
840
Parisi Gray Wealth Management
New Jersey
$782K
LA
841
Legacy Advisors
Pennsylvania
$776K +$792K +3,851 New
SL
842
SWMG LLC
Texas
$774K +$219K +1,064 +35%
AWM
843
Aries Wealth Management
Maine
$772K -$823 -4 -0.1%
M
844
MATAURO
New York
$767K -$191K -930 -20%
HCM
845
Howard Capital Management
Georgia
$764K +$21.4K +104 +3%
EH
846
Equitable Holdings
New York
$763K +$59.9K +291 +8%
LFAS
847
Level Four Advisory Services
Texas
$762K +$61.9K +301 +9%
SMA
848
Sage Mountain Advisors
Georgia
$760K -$118K -576 -13%
QWP
849
Quotient Wealth Partners
Texas
$758K +$79.6K +387 +11%
MGIA
850
Matthew Goff Investment Advisor
Texas
$758K

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.