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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
NWAG
851
Net Worth Advisory Group
Utah
$757K -$18.1K -88 -2%
AWA
852
Aaron Wealth Advisors
Illinois
$749K +$102K +498 +15%
ACM
853
Allred Capital Management
Texas
$748K -$6.38K -31 -0.8%
QI
854
Qtron Investments
Massachusetts
$747K -$1.06M -5,164 -58%
PCA
855
Pallas Capital Advisors
Massachusetts
$741K +$266K +1,294 +54%
SRWM
856
Shira Ridge Wealth Management
California
$739K +$617 +3 +0.1%
WAM
857
Weiss Asset Management
Massachusetts
$737K +$752K +3,658 New
MCM
858
Manchester Capital Management
Vermont
$737K -$250K -1,214 -25%
ATS
859
Ashton Thomas Securities
New York
$736K +$13K +63 +2%
PWPS
860
Pinnacle Wealth Planning Services
Ohio
$733K -$33.9K -165 -4%
Empower Advisory Group
861
Empower Advisory Group
Colorado
$733K -$11.9K -58 -2%
ACM
862
Advance Capital Management
Michigan
$733K -$158K -768 -17%
LWAM
863
Legacy Wealth Asset Management
Minnesota
$732K -$346K -1,680 -32%
NAS
864
Nicolet Advisory Services
Wisconsin
$731K +$137K +666 +23%
WBC
865
Westpac Banking Corp
Australia
$728K
AFG
866
Atomi Financial Group
New York
$728K +$84.3K +410 +13%
NB
867
Nicolet Bankshares
Wisconsin
$727K -$22K -107 -3%
CIM
868
Contravisory Investment Management
Massachusetts
$726K -$5.76K -28 -0.8%
TWM
869
Thrive Wealth Management
Pennsylvania
$726K +$78.6K +382 +12%
VIP
870
Vista Investment Partners
Oklahoma
$726K
EFS
871
Essex Financial Services
Connecticut
$720K -$591K -2,874 -45%
DIM
872
Delta Investment Management
California
$706K +$106K +517 +17%
NCM
873
Noesis Capital Mangement
Florida
$705K
PCIA
874
Prime Capital Investment Advisors
Kansas
$698K -$42K -204 -6%
SB
875
Strategic Blueprint
Georgia
$696K +$6.79K +33 +1%

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.