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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
IAA
851
Independent Advisor Alliance
North Carolina
$707K -$181K -966 -20%
V
852
VeraBank
Texas
$707K -$25.2K -135 -3%
SFS
853
Sowell Financial Services
Arkansas
$706K -$125K -668 -15%
SGI
854
Summit Global Investments
Utah
$705K -$1.43M -7,626 -67%
MGIA
855
Matthew Goff Investment Advisor
Texas
$696K -$2.24K -12 -0.3%
PWPS
856
Pinnacle Wealth Planning Services
Ohio
$693K +$17.6K +94 +3%
MCM
857
Manchester Capital Management
Vermont
$687K +$8.41K +45 +1%
PA
858
Persium Advisors
Georgia
$686K +$691K +3,697 New
ACM
859
Allred Capital Management
Texas
$680K -$8.6K -46 -1%
RIL
860
Rothschild Investment LLC
Illinois
$679K +$291K +1,557 +74%
GFP
861
Gryphon Financial Partners
Ohio
$677K +$83.4K +446 +14%
FB
862
Fulton Bank
Pennsylvania
$677K +$70.5K +377 +12%
ACM
863
Advance Capital Management
Michigan
$676K +$935 +5 +0.1%
SRWM
864
Shira Ridge Wealth Management
California
$675K -$5.23K -28 -0.8%
DIM
865
Delta Investment Management
California
$672K +$22.2K +119 +3%
WBC
866
Westpac Banking Corp
Australia
$670K
VIP
867
Vista Investment Partners
Oklahoma
$668K
KCM
868
Kathmere Capital Management
Pennsylvania
$657K -$308K -1,647 -32%
LWAM
869
Legacy Wealth Asset Management
Minnesota
$657K -$16.8K -90 -2%
SOAM
870
SBI Okasan Asset Management
Japan
$657K +$654K +3,500 New
SL
871
SWMG LLC
Texas
$656K -$106K -567 -14%
CT
872
Caldwell Trust
Florida
$655K -$74K -396 -10%
QI
873
Qtron Investments
Massachusetts
$654K -$34K -182 -5%
LFM
874
LGT Fund Management
Liechtenstein
$652K -$147K -784 -18%
SA
875
Sylvest Advisors
Texas
$650K +$655K +3,504 New

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.