We are live on ! Find out more
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
CGL
901
Clarius Group LLC
Washington
$696K +$23.7K +105 +3%
IWC
902
Integrated Wealth Concepts
Massachusetts
$695K -$263K -1,163 -27%
EI
903
Ellevest Inc
New York
$695K +$21.9K +97 +3%
PGA
904
Portland Global Advisors
Maine
$692K +$715K +3,165 New
RB
905
Rodgers Brothers
Pennsylvania
$689K -$22.6K -100 -3%
SWM
906
Spire Wealth Management
Virginia
$688K -$2.75M -12,190 -79%
NO
907
Ninety One
South Africa
$687K -$21.7K -96 -3%
BFA
908
Bill Few Associates
Pennsylvania
$685K
FFA
909
Florida Financial Advisors
Florida
$684K -$4.06K -18 -0.6%
GIA
910
Gateway Investment Advisers
Ohio
$683K -$24.6K -109 -3%
MLA
911
My Legacy Advisors
Oregon
$683K +$81.5K +361 +13%
DA
912
Dover Advisors
Virginia
$678K -$491K -2,177 -41%
DWM
913
Dakota Wealth Management
Florida
$670K +$7.9K +35 +1%
VC
914
Vicus Capital
Pennsylvania
$667K +$2.48K +11 +0.4%
NSAM
915
North Star Asset Management
Wisconsin
$662K
SCM
916
SOL Capital Management
Maryland
$662K
FC
917
Farringdon Capital
United Kingdom
$655K +$676K +2,994 New
GFP
918
Gryphon Financial Partners
Ohio
$653K +$135K +596 +25%
DIM
919
Delta Investment Management
California
$653K -$5.19K -23 -0.8%
PFA
920
Pure Financial Advisors
California
$648K +$212K +941 +47%
MC
921
Moors & Cabot
Massachusetts
$637K +$266K +1,177 +68%
MSCM
922
McElhenny Sheffield Capital Management
Texas
$633K +$189K +838 +41%
SL
923
SWMG LLC
Texas
$629K +$82.2K +364 +14%
SG
924
Strid Group
Pennsylvania
$628K
KA
925
Kearns & Associates
California
$625K

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.