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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
HCM
851
Howard Capital Management
Georgia
$807K +$211K +934 +34%
OWM
852
Opes Wealth Management
California
$806K +$833K +3,688 New
SRWM
853
Shira Ridge Wealth Management
California
$802K -$11.7K -52 -1%
PCIA
854
Prime Capital Investment Advisors
Kansas
$801K -$247K -1,093 -23%
CIM
855
Contravisory Investment Management
Massachusetts
$794K +$2.48K +11 +0.3%
CT
856
Caldwell Trust
Florida
$791K
WBC
857
Westpac Banking Corp
Australia
$790K
CAMG
858
CWA Asset Management Group
Florida
$790K +$40K +177 +5%
GFM
859
GF Fund Management
China
$787K +$813K +3,601 New
ATS
860
Ashton Thomas Securities
New York
$787K -$15.1K -67 -2%
VIP
861
Vista Investment Partners
Oklahoma
$787K
AC
862
Avestar Capital
New York
$787K +$137K +609 +20%
FFM
863
Forum Financial Management
Illinois
$785K +$85.8K +380 +12%
LFM
864
LGT Fund Management
Liechtenstein
$777K +$297K +1,314 +59%
MA
865
Mutual Advisors
Nebraska
$776K +$26.6K +118 +3%
NICM
866
Neo Ivy Capital Management
New York
$767K +$792K +3,510 New
SA
867
SRN Advisors
Pennsylvania
$766K +$46.7K +207 +6%
TGAM
868
TBH Global Asset Management
Tennessee
$766K +$790K +3,501 New
NCM
869
Noesis Capital Mangement
Florida
$765K
EH
870
Equitable Holdings
New York
$764K +$112K +496 +17%
N
871
Numerai
California
$763K +$788K +3,491 New
LFAS
872
Level Four Advisory Services
Texas
$761K -$3.84K -17 -0.5%
BWM
873
Buckley Wealth Management
Nevada
$761K -$4.97K -22 -0.6%
PCS
874
Personal CFO Solutions
New Jersey
$749K -$56.9K -252 -7%
SB
875
Strategic Blueprint
Georgia
$748K -$36.3K -161 -4%

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.