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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
IWC
876
Integrated Wealth Concepts
Massachusetts
$650K -$121K -645 -16%
NCM
877
Noesis Capital Mangement
Florida
$649K
OIAM
878
OFI Invest Asset Management
France
$645K +$459K +2,454 +201%
AC
879
AlphaCore Capital
California
$639K -$196K -1,051 -23%
SB
880
Strategic Blueprint
Georgia
$637K -$3.55K -19 -0.6%
PE
881
PCM Encore
Colorado
$635K +$640K +3,425 New
VCA
882
Verdence Capital Advisors
Maryland
$629K -$549K -2,939 -46%
PW
883
PUREfi Wealth
Massachusetts
$627K -$145K -776 -19%
CGIM
884
Capital Group Investment Management
Singapore
$626K -$249K -1,330 -28%
AIM
885
Advyzon Investment Management
Illinois
$625K +$123K +660 +24%
LS
886
Livforsakringsbolaget Skandia
Sweden
$619K
BWM
887
Buckley Wealth Management
Nevada
$618K -$8.6K -46 -1%
BTWM
888
Baker Tilly Wealth Management
Wisconsin
$609K +$98.1K +525 +19%
WFPG
889
Waller Financial Planning Group
Ohio
$604K +$2.99K +16 +0.5%
KBFS
890
Kohmann Bosshard Financial Services
Ohio
$602K
PCM
891
Permanent Capital Management
Illinois
$600K +$2.99K +16 +0.5%
PAM
892
Parvin Asset Management
South Dakota
$599K
SO
893
STRS Ohio
Ohio
$596K -$31.6M -169,134 -98%
CCA
894
Coign Capital Advisors
Utah
$594K +$18.5K +99 +3%
DSC
895
Duncker Streett & Co
Missouri
$594K
YAIA
896
Yanni & Associates Investment Advisors
Pennsylvania
$590K +$594K +3,180 New
WJWM
897
Williams Jones Wealth Management
New York
$586K -$18.3K -98 -3%
DWM
898
Defined Wealth Management
Oregon
$586K +$1.87K +10 +0.3%
RB
899
Rodgers Brothers
Pennsylvania
$584K
MTIC
900
Missouri Trust & Investment Company
Missouri
$583K

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.