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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
TCWA
876
Turtle Creek Wealth Advisors
Texas
$686K +$270K +1,313 +63%
NAM
877
NorthCrest Asset Manangement
Minnesota
$681K +$297K +1,446 +76%
BWM
878
Buckley Wealth Management
Nevada
$680K -$21.4K -104 -3%
LS
879
Livforsakringsbolaget Skandia
Sweden
$672K
FB
880
Fulton Bank
Pennsylvania
$659K -$25.7K -125 -4%
WJWM
881
Williams Jones Wealth Management
New York
$657K -$9.26K -45 -1%
SIA
882
Schear Investment Advisers
Ohio
$656K -$13.4K -65 -2%
KBFS
883
Kohmann Bosshard Financial Services
Ohio
$654K
WFPG
884
Waller Financial Planning Group
Ohio
$653K +$2.88K +14 +0.4%
PAM
885
Parvin Asset Management
South Dakota
$651K
GIA
886
Gateway Investment Advisers
Ohio
$649K +$19.7K +96 +3%
PCM
887
Permanent Capital Management
Illinois
$649K +$662K +3,220 New
GFP
888
Gryphon Financial Partners
Ohio
$646K +$44.6K +217 +7%
DSC
889
Duncker Streett & Co
Missouri
$645K
FA
890
Faithward Advisors
Pennsylvania
$641K +$80.4K +391 +14%
PGA
891
Portland Global Advisors
Maine
$638K
RB
892
Rodgers Brothers
Pennsylvania
$635K
DWM
893
Defined Wealth Management
Oregon
$634K -$11.3K -55 -2%
MTIC
894
Missouri Trust & Investment Company
Missouri
$633K -$23.7K -115 -4%
FRA
895
Frank Rimerman Advisors
California
$632K -$53.1K -258 -8%
CCA
896
Coign Capital Advisors
Utah
$625K +$68.5K +333 +12%
VC
897
Vicus Capital
Pennsylvania
$623K +$8.84K +43 +1%
WPIC
898
White Pine Investment Company
Michigan
$623K -$30.4K -148 -5%
CAMG
899
CWA Asset Management Group
Florida
$622K -$108K -524 -15%
LSA
900
Leonteq Securities AG
Switzerland
$622K +$444K +2,161 +233%

MRSH Hedge Fund Activity: Q3 2025 in Review

1,572 of the 7,619 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.