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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
MCM
926
McRae Capital Management
New Jersey
$623K -$11.3K -50 -2%
AWA
927
Archvest Wealth Advisors
California
$621K
ACM
928
Aster Capital Management
United Arab Emirates
$617K +$204K +902 +47%
SWM
929
Sterling Wealth Management
Illinois
$616K +$636K +2,818 New
AWM
930
Aprio Wealth Management
Georgia
$615K -$30.7K -136 -5%
MWM
931
Meritas Wealth Management
California
$613K
SPC
932
Spirepoint Private Client
Florida
$612K -$903 -4 -0.1%
PCH
933
PGIM Custom Harvest
New Jersey
$612K -$2.48K -11 -0.4%
PPWP
934
Premier Path Wealth Partners
New Jersey
$611K +$28.9K +128 +5%
FA
935
Faithward Advisors
Pennsylvania
$610K -$14.2K -63 -2%
CCA
936
Coign Capital Advisors
Utah
$605K +$12.4K +55 +2%
WCM
937
Wellington Capital Management
Maryland
$603K +$623K +2,760 New
4WM
938
44 Wealth Management
Oregon
$601K +$26.6K +118 +4%
CAM
939
Chesapeake Asset Management
New York
$600K -$30K -133 -5%
FAM
940
Fulcrum Asset Management
United Kingdom
$599K +$619K +2,741 New
Nomura Holdings
941
Nomura Holdings
Japan
$599K -$2.88M -12,754 -82%
SWA
942
SOA Wealth Advisors
New York
$595K +$228K +1,012 +59%
AT
943
Avalon Trust
New Mexico
$593K
PCM
944
Penserra Capital Management
California
$591K -$1M -4,430 -62%
GAM
945
Groupama Asset Management
France
$587K -$58K -257 -9%
CAI
946
Capital Advisors Inc
Oklahoma
$583K +$5.42K +24 +0.9%
WPW
947
Warther Private Wealth
Ohio
$579K -$11.3K -50 -2%
NAS
948
Nicolet Advisory Services
Wisconsin
$578K -$63.9K -283 -9%
AWA
949
Amplius Wealth Advisors
Pennsylvania
$576K -$2.26K -10 -0.4%
BRM
950
Boston Research & Management
Massachusetts
$572K

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.